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
$1.08B
AUM Growth
+$71.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,047
New
Increased
Reduced
Closed

Top Buys

1
+$1.53M
2
+$1.2M
3
+$1.03M
4
SPYX icon
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
+$927K
5
SBUX icon
Starbucks
SBUX
+$779K

Top Sells

1
+$1.82M
2
+$758K
3
+$716K
4
NOV icon
NOV
NOV
+$460K
5
VZ icon
Verizon
VZ
+$455K

Sector Composition

1 Healthcare 13.05%
2 Financials 13.04%
3 Industrials 12.61%
4 Technology 11.14%
5 Consumer Staples 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$13K ﹤0.01%
+1,170
677
$13K ﹤0.01%
57
-31
678
$13K ﹤0.01%
312
679
$13K ﹤0.01%
150
680
$13K ﹤0.01%
2,000
681
$12K ﹤0.01%
+200
682
$12K ﹤0.01%
750
683
$12K ﹤0.01%
+480
684
$12K ﹤0.01%
327
685
$12K ﹤0.01%
652
-1,180
686
$12K ﹤0.01%
100
687
$12K ﹤0.01%
+20
688
$11K ﹤0.01%
149
689
$11K ﹤0.01%
100
690
$11K ﹤0.01%
119
+7
691
$11K ﹤0.01%
230
+15
692
$11K ﹤0.01%
600
-4,500
693
$11K ﹤0.01%
86
694
$11K ﹤0.01%
1,000
695
$11K ﹤0.01%
250
696
$11K ﹤0.01%
300
697
$11K ﹤0.01%
250
698
$11K ﹤0.01%
430
+230
699
$11K ﹤0.01%
525
700
$11K ﹤0.01%
+400
26 27
28
29 30