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
$1.84B
AUM Growth
+$44.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
950
New
Increased
Reduced
Closed

Top Buys

1
+$4.25M
2
+$2.58M
3
+$1.85M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.47M
5
NEE icon
NextEra Energy
NEE
+$1.37M

Top Sells

1
+$2.67M
2
+$1.77M
3
+$855K
4
CVS icon
CVS Health
CVS
+$800K
5
AMT icon
American Tower
AMT
+$677K

Sector Composition

1 Technology 25.42%
2 Financials 12.67%
3 Healthcare 12.5%
4 Consumer Discretionary 9.02%
5 Industrials 8.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$17.9K ﹤0.01%
246
627
$17.8K ﹤0.01%
245
628
$17.5K ﹤0.01%
600
629
$17.4K ﹤0.01%
404
630
$17.2K ﹤0.01%
1,274
631
$17.2K ﹤0.01%
215
632
$17K ﹤0.01%
300
633
$16.8K ﹤0.01%
455
634
$16.8K ﹤0.01%
189
635
$16.6K ﹤0.01%
+162
636
$16.6K ﹤0.01%
110
-27
637
$16.5K ﹤0.01%
888
638
$16.5K ﹤0.01%
75
639
$16.4K ﹤0.01%
+963
640
$16.3K ﹤0.01%
+320
641
$16.3K ﹤0.01%
42
642
$16.2K ﹤0.01%
716
643
$16.2K ﹤0.01%
302
-264
644
$15.9K ﹤0.01%
300
645
$15.9K ﹤0.01%
800
646
$15.8K ﹤0.01%
900
647
$15.8K ﹤0.01%
220
-21
648
$15.4K ﹤0.01%
95
649
$15.4K ﹤0.01%
+307
650
$15.3K ﹤0.01%
200
24 25
26
27 28