TCOV

Trust Company of Vermont Portfolio holdings

AUM $2.4B
1-Year Est. Return 18.75%
This Quarter Est. Return
1 Year Est. Return
+18.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.26B
AUM Growth
-$44.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,060
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$3.57M
3
+$1.79M
4
MSFT icon
Microsoft
MSFT
+$1.26M
5
JPM icon
JPMorgan Chase
JPM
+$1.25M

Top Sells

1
+$1.88M
2
+$1.51M
3
+$939K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$607K
5
NVDA icon
NVIDIA
NVDA
+$537K

Sector Composition

1 Technology 18.94%
2 Healthcare 14.93%
3 Financials 12.99%
4 Consumer Discretionary 9.42%
5 Consumer Staples 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$13K ﹤0.01%
190
+40
652
$13K ﹤0.01%
109
653
$13K ﹤0.01%
+1,000
654
$13K ﹤0.01%
1,350
655
$13K ﹤0.01%
300
656
$13K ﹤0.01%
+1,025
657
$13K ﹤0.01%
+450
658
$13K ﹤0.01%
+700
659
$13K ﹤0.01%
47
660
$13K ﹤0.01%
310
661
$13K ﹤0.01%
435
662
$13K ﹤0.01%
98
663
$12K ﹤0.01%
231
664
$12K ﹤0.01%
142
665
$12K ﹤0.01%
1,441
666
$12K ﹤0.01%
746
667
$12K ﹤0.01%
140
+48
668
$12K ﹤0.01%
209
669
$12K ﹤0.01%
722
670
$12K ﹤0.01%
183
671
$12K ﹤0.01%
+150
672
$12K ﹤0.01%
1,000
673
$12K ﹤0.01%
300
674
$12K ﹤0.01%
123
+10
675
$12K ﹤0.01%
+500
25 26
27
28 29