TCOV

Trust Company of Vermont Portfolio holdings

AUM $2.3B
1-Year Est. Return 16.02%
This Quarter Est. Return
1 Year Est. Return
+16.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.12B
AUM Growth
+$56.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,134
New
Increased
Reduced
Closed

Top Buys

1
+$5.18M
2
+$1.73M
3
+$1.38M
4
MSFT icon
Microsoft
MSFT
+$893K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$884K

Top Sells

1
+$1.92M
2
+$606K
3
+$508K
4
WFC icon
Wells Fargo
WFC
+$412K
5
PCG icon
PG&E
PCG
+$369K

Sector Composition

1 Financials 12.93%
2 Healthcare 12.76%
3 Technology 12.08%
4 Industrials 11.41%
5 Consumer Staples 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$23K ﹤0.01%
707
-73
627
$23K ﹤0.01%
+395
628
$23K ﹤0.01%
+54
629
$23K ﹤0.01%
223
630
$23K ﹤0.01%
642
631
$23K ﹤0.01%
+138
632
$23K ﹤0.01%
603
+55
633
$22K ﹤0.01%
118
+15
634
$22K ﹤0.01%
249
+200
635
$22K ﹤0.01%
+501
636
$22K ﹤0.01%
781
-309
637
$22K ﹤0.01%
740
638
$22K ﹤0.01%
+80
639
$22K ﹤0.01%
595
+495
640
$22K ﹤0.01%
300
641
$22K ﹤0.01%
+306
642
$22K ﹤0.01%
510
643
$22K ﹤0.01%
392
+282
644
$22K ﹤0.01%
1,000
645
$21K ﹤0.01%
412
-188
646
$21K ﹤0.01%
+124
647
$21K ﹤0.01%
300
648
$21K ﹤0.01%
700
649
$21K ﹤0.01%
+215
650
$21K ﹤0.01%
139
+119
24 25
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