TCOV

Trust Company of Vermont Portfolio holdings

AUM $2.4B
1-Year Est. Return 18.75%
This Quarter Est. Return
1 Year Est. Return
+18.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.26B
AUM Growth
-$44.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,060
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$3.57M
3
+$1.79M
4
MSFT icon
Microsoft
MSFT
+$1.26M
5
JPM icon
JPMorgan Chase
JPM
+$1.25M

Top Sells

1
+$1.88M
2
+$1.51M
3
+$939K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$607K
5
NVDA icon
NVIDIA
NVDA
+$537K

Sector Composition

1 Technology 18.94%
2 Healthcare 14.93%
3 Financials 12.99%
4 Consumer Discretionary 9.42%
5 Consumer Staples 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$15K ﹤0.01%
120
627
$15K ﹤0.01%
107
628
$15K ﹤0.01%
158
629
$15K ﹤0.01%
500
630
$15K ﹤0.01%
600
631
$15K ﹤0.01%
500
632
$15K ﹤0.01%
22
633
$15K ﹤0.01%
+1,056
634
$14K ﹤0.01%
250
-4
635
$14K ﹤0.01%
154
-6
636
$14K ﹤0.01%
300
637
$14K ﹤0.01%
167
638
$14K ﹤0.01%
+684
639
$14K ﹤0.01%
164
640
$14K ﹤0.01%
160
641
$14K ﹤0.01%
95
642
$14K ﹤0.01%
506
-1
643
$14K ﹤0.01%
1,600
644
$14K ﹤0.01%
185
645
$14K ﹤0.01%
246
646
$14K ﹤0.01%
3,578
-4,465
647
$14K ﹤0.01%
898
648
$13K ﹤0.01%
169
649
$13K ﹤0.01%
+816
650
$13K ﹤0.01%
270
-4
24 25
26
27 28