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
$2B
AUM Growth
+$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,123
New
Increased
Reduced
Closed

Top Buys

1
+$4.72M
2
+$2.39M
3
+$2.3M
4
MSFT icon
Microsoft
MSFT
+$2M
5
AMZN icon
Amazon
AMZN
+$1.25M

Top Sells

1
+$5.11M
2
+$1.55M
3
+$1.18M
4
MA icon
Mastercard
MA
+$1.05M
5
SBUX icon
Starbucks
SBUX
+$605K

Sector Composition

1 Technology 24.39%
2 Financials 13.18%
3 Healthcare 12.44%
4 Consumer Discretionary 9.15%
5 Industrials 8.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$24.5K ﹤0.01%
1,000
627
$24.3K ﹤0.01%
1,905
628
$23.9K ﹤0.01%
200
629
$23.6K ﹤0.01%
1,157
+157
630
$23.5K ﹤0.01%
189
631
$23.3K ﹤0.01%
50
-44
632
$23.3K ﹤0.01%
201
633
$23.2K ﹤0.01%
234
634
$23.2K ﹤0.01%
146
-36
635
$22.7K ﹤0.01%
409
636
$22.5K ﹤0.01%
+359
637
$22.3K ﹤0.01%
210
638
$22.2K ﹤0.01%
500
639
$21.8K ﹤0.01%
313
640
$21.8K ﹤0.01%
500
641
$21.8K ﹤0.01%
467
642
$21.7K ﹤0.01%
+499
643
$21.6K ﹤0.01%
225
644
$21.1K ﹤0.01%
326
645
$20.7K ﹤0.01%
168
646
$20.7K ﹤0.01%
600
647
$20.7K ﹤0.01%
+500
648
$20.3K ﹤0.01%
75
+68
649
$20.1K ﹤0.01%
210
650
$20.1K ﹤0.01%
1,905
-1,517
24 25
26
27 28