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
651
$20.1K ﹤0.01%
70
-80
652
$20K ﹤0.01%
+391
653
$20K ﹤0.01%
3,000
+2,000
654
$19.8K ﹤0.01%
34
+9
655
$19.6K ﹤0.01%
300
656
$19.6K ﹤0.01%
200
657
$19.4K ﹤0.01%
+495
658
$19.3K ﹤0.01%
75
659
$19.3K ﹤0.01%
246
660
$19.3K ﹤0.01%
275
661
$19.3K ﹤0.01%
35
662
$19.2K ﹤0.01%
231
663
$18.8K ﹤0.01%
+600
664
$18.7K ﹤0.01%
455
665
$18.7K ﹤0.01%
900
666
$18.5K ﹤0.01%
300
667
$18.4K ﹤0.01%
42
668
$18K ﹤0.01%
+1,000
669
$18K ﹤0.01%
+78
670
$17.9K ﹤0.01%
900
671
$17.8K ﹤0.01%
215
672
$17.7K ﹤0.01%
162
673
$17.7K ﹤0.01%
302
674
$17.7K ﹤0.01%
888
675
$17.7K ﹤0.01%
66
+34