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
-$55.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,108
New
Increased
Reduced
Closed

Top Buys

1
+$4.63M
2
+$4.18M
3
+$2.04M
4
VHT icon
Vanguard Health Care ETF
VHT
+$2.02M
5
NVDA icon
NVIDIA
NVDA
+$1.82M

Top Sells

1
+$5.5M
2
+$1.83M
3
+$1.42M
4
STZ icon
Constellation Brands
STZ
+$1.37M
5
CVS icon
CVS Health
CVS
+$1.34M

Sector Composition

1 Technology 23.13%
2 Financials 14.78%
3 Healthcare 11.26%
4 Consumer Discretionary 8.56%
5 Industrials 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$25.6K ﹤0.01%
1,315
+1,195
627
$25.5K ﹤0.01%
90
-26
628
$25.4K ﹤0.01%
80
629
$25.3K ﹤0.01%
507
630
$25.2K ﹤0.01%
60
631
$25.1K ﹤0.01%
228
632
$24.9K ﹤0.01%
421
-7
633
$24.7K ﹤0.01%
645
634
$24.3K ﹤0.01%
50
635
$24.3K ﹤0.01%
304
+73
636
$24.1K ﹤0.01%
467
637
$24K ﹤0.01%
150
-30
638
$23.9K ﹤0.01%
36
-8
639
$23.8K ﹤0.01%
400
640
$23.8K ﹤0.01%
238
641
$23.7K ﹤0.01%
425
642
$23.6K ﹤0.01%
183
643
$23.4K ﹤0.01%
2,800
+1,300
644
$23.4K ﹤0.01%
602
645
$23.2K ﹤0.01%
145
646
$23.1K ﹤0.01%
210
647
$23.1K ﹤0.01%
313
648
$22.9K ﹤0.01%
629
649
$22.9K ﹤0.01%
350
+150
650
$22.9K ﹤0.01%
1,157
-200
24 25
26
27 28