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
$1.53B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
926
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$1.65M
3
+$1.47M
4
UNH icon
UnitedHealth
UNH
+$1.45M
5
CVX icon
Chevron
CVX
+$1.36M

Top Sells

1
+$2.36M
2
+$1.92M
3
+$1.34M
4
DLR icon
Digital Realty Trust
DLR
+$1.16M
5
D icon
Dominion Energy
D
+$1.09M

Sector Composition

1 Technology 22.54%
2 Healthcare 13.75%
3 Financials 12.91%
4 Consumer Discretionary 9.61%
5 Consumer Staples 9.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$13.4K ﹤0.01%
900
627
$13.4K ﹤0.01%
109
628
$13.3K ﹤0.01%
150
629
$13.2K ﹤0.01%
888
630
$13K ﹤0.01%
500
631
$13K ﹤0.01%
2,300
632
$12.9K ﹤0.01%
200
633
$12.9K ﹤0.01%
752
634
$12.8K ﹤0.01%
+693
635
$12.6K ﹤0.01%
421
636
$12.6K ﹤0.01%
150
637
$12.5K ﹤0.01%
250
-60
638
$12.4K ﹤0.01%
100
639
$12.3K ﹤0.01%
750
640
$12.3K ﹤0.01%
+300
641
$12K ﹤0.01%
128
642
$11.9K ﹤0.01%
380
643
$11.8K ﹤0.01%
157
644
$11.7K ﹤0.01%
134
645
$11.6K ﹤0.01%
+155
646
$11.3K ﹤0.01%
58
647
$11K ﹤0.01%
141
648
$10.7K ﹤0.01%
400
649
$10.7K ﹤0.01%
100
650
$10.6K ﹤0.01%
158
24 25
26
27 28