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
$686M
AUM Growth
+$24.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
872
New
Increased
Reduced
Closed

Top Buys

1 +$1.26M
2 +$841K
3 +$542K
4
WFM
Whole Foods Market Inc
WFM
+$514K
5
DNOW icon
DNOW Inc
DNOW
+$500K

Top Sells

1 +$817K
2 +$733K
3 +$624K
4
MCD icon
McDonald's
MCD
+$590K
5
NUE icon
Nucor
NUE
+$583K

Sector Composition

1 Industrials 13.9%
2 Healthcare 13.65%
3 Technology 11.66%
4 Consumer Staples 10.98%
5 Financials 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
676
$6K ﹤0.01%
75
677
$6K ﹤0.01%
+200
678
$5K ﹤0.01%
+97
679
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113
+83
680
$5K ﹤0.01%
250
681
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200
682
$5K ﹤0.01%
200
683
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134
684
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+50
685
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150
686
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90
687
$5K ﹤0.01%
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688
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35
689
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690
$5K ﹤0.01%
100
691
$5K ﹤0.01%
+75
692
$5K ﹤0.01%
225
693
$5K ﹤0.01%
708
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694
$5K ﹤0.01%
+2,400
695
$5K ﹤0.01%
65
696
$5K ﹤0.01%
75
697
$5K ﹤0.01%
+186
698
$5K ﹤0.01%
750
-1,000
699
$5K ﹤0.01%
100
700
$5K ﹤0.01%
450