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
$1.25B
AUM Growth
+$162M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
811
New
Increased
Reduced
Closed

Top Buys

1
+$18.7M
2
+$1.69M
3
+$1.15M
4
UL icon
Unilever
UL
+$1.07M
5
EBAY icon
eBay
EBAY
+$987K

Top Sells

1
+$1.86M
2
+$1.44M
3
+$1.14M
4
UN
Unilever NV New York Registry Shares
UN
+$985K
5
TSLA icon
Tesla
TSLA
+$725K

Sector Composition

1 Technology 17.15%
2 Financials 14.81%
3 Healthcare 13.07%
4 Consumer Discretionary 10.6%
5 Consumer Staples 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$10K ﹤0.01%
600
627
$10K ﹤0.01%
100
628
$10K ﹤0.01%
338
+76
629
$10K ﹤0.01%
+92
630
$10K ﹤0.01%
1,625
631
$9K ﹤0.01%
+378
632
$9K ﹤0.01%
61
+46
633
$9K ﹤0.01%
100
634
$9K ﹤0.01%
35
635
$9K ﹤0.01%
100
636
$9K ﹤0.01%
200
637
$9K ﹤0.01%
200
638
$9K ﹤0.01%
24
639
$9K ﹤0.01%
+141
640
$9K ﹤0.01%
2,602
-145
641
$9K ﹤0.01%
574
-768
642
$9K ﹤0.01%
602
643
$9K ﹤0.01%
500
644
$8K ﹤0.01%
138
+8
645
$8K ﹤0.01%
54
646
$8K ﹤0.01%
+386
647
$8K ﹤0.01%
+116
648
$8K ﹤0.01%
300
649
$8K ﹤0.01%
150
650
$8K ﹤0.01%
+341
24 25
26
27 28