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
651
$22.6K ﹤0.01%
200
652
$22.5K ﹤0.01%
234
653
$22.4K ﹤0.01%
245
654
$22.3K ﹤0.01%
288
+24
655
$22.1K ﹤0.01%
525
656
$22K ﹤0.01%
243
-3
657
$21.9K ﹤0.01%
+2,700
658
$21.8K ﹤0.01%
460
659
$21.7K ﹤0.01%
4,500
660
$21.6K ﹤0.01%
102
661
$21.3K ﹤0.01%
946
+56
662
$21.3K ﹤0.01%
410
663
$21.2K ﹤0.01%
1,010
+310
664
$21.1K ﹤0.01%
150
-78
665
$20.9K ﹤0.01%
359
666
$20.9K ﹤0.01%
540
+166
667
$20.9K ﹤0.01%
42
668
$20.8K ﹤0.01%
888
669
$20.5K ﹤0.01%
113
+1
670
$20.2K ﹤0.01%
500
671
$19.8K ﹤0.01%
35
672
$19.8K ﹤0.01%
2,160
673
$19.8K ﹤0.01%
300
674
$19.6K ﹤0.01%
150
-39
675
$19.5K ﹤0.01%
246
25 26
27
28 29