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
$1.53B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
926
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$1.65M
3
+$1.47M
4
UNH icon
UnitedHealth
UNH
+$1.45M
5
CVX icon
Chevron
CVX
+$1.36M

Top Sells

1
+$2.36M
2
+$1.92M
3
+$1.34M
4
DLR icon
Digital Realty Trust
DLR
+$1.16M
5
D icon
Dominion Energy
D
+$1.09M

Sector Composition

1 Technology 22.54%
2 Healthcare 13.75%
3 Financials 12.91%
4 Consumer Discretionary 9.61%
5 Consumer Staples 9.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$10.5K ﹤0.01%
400
652
$10.3K ﹤0.01%
200
653
$10.3K ﹤0.01%
80
654
$10.1K ﹤0.01%
569
+263
655
$10K ﹤0.01%
200
+89
656
$10K ﹤0.01%
1,300
657
$10K ﹤0.01%
106
658
$9.94K ﹤0.01%
54
659
$9.86K ﹤0.01%
71
660
$9.81K ﹤0.01%
150
661
$9.7K ﹤0.01%
51
662
$9.69K ﹤0.01%
+1,000
663
$9.68K ﹤0.01%
1,000
664
$9.52K ﹤0.01%
73
665
$9.46K ﹤0.01%
167
666
$9.46K ﹤0.01%
+125
667
$9.43K ﹤0.01%
347
668
$9.35K ﹤0.01%
747
+125
669
$9.32K ﹤0.01%
553
670
$9.24K ﹤0.01%
121
-3
671
$9.2K ﹤0.01%
275
672
$9.04K ﹤0.01%
40
673
$9.01K ﹤0.01%
+560
674
$8.96K ﹤0.01%
300
675
$8.67K ﹤0.01%
100
25 26
27
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