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
$1.08B
AUM Growth
+$71.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,047
New
Increased
Reduced
Closed

Top Buys

1
+$1.53M
2
+$1.2M
3
+$1.03M
4
SPYX icon
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
+$927K
5
SBUX icon
Starbucks
SBUX
+$779K

Top Sells

1
+$1.82M
2
+$758K
3
+$716K
4
NOV icon
NOV
NOV
+$460K
5
VZ icon
Verizon
VZ
+$455K

Sector Composition

1 Healthcare 13.05%
2 Financials 13.04%
3 Industrials 12.61%
4 Technology 11.14%
5 Consumer Staples 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$15K ﹤0.01%
330
652
$15K ﹤0.01%
400
653
$15K ﹤0.01%
1,550
654
$15K ﹤0.01%
+700
655
$15K ﹤0.01%
340
656
$15K ﹤0.01%
961
657
$15K ﹤0.01%
1,020
658
$15K ﹤0.01%
75
659
$15K ﹤0.01%
208
660
$15K ﹤0.01%
128
661
$14K ﹤0.01%
300
662
$14K ﹤0.01%
586
+500
663
$14K ﹤0.01%
+224
664
$14K ﹤0.01%
888
665
$14K ﹤0.01%
298
666
$14K ﹤0.01%
161
667
$14K ﹤0.01%
2,400
668
$14K ﹤0.01%
755
-343
669
$14K ﹤0.01%
165
670
$13K ﹤0.01%
504
671
$13K ﹤0.01%
275
672
$13K ﹤0.01%
384
673
$13K ﹤0.01%
329
674
$13K ﹤0.01%
900
675
$13K ﹤0.01%
960
25 26
27
28 29