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
$1.12B
AUM Growth
+$56.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,134
New
Increased
Reduced
Closed

Top Buys

1
+$5.18M
2
+$1.73M
3
+$1.38M
4
MSFT icon
Microsoft
MSFT
+$893K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$884K

Top Sells

1
+$1.92M
2
+$606K
3
+$508K
4
WFC icon
Wells Fargo
WFC
+$412K
5
PCG icon
PG&E
PCG
+$369K

Sector Composition

1 Financials 12.93%
2 Healthcare 12.76%
3 Technology 12.08%
4 Industrials 11.41%
5 Consumer Staples 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$17K ﹤0.01%
200
677
$17K ﹤0.01%
+930
678
$17K ﹤0.01%
1,100
679
$17K ﹤0.01%
+124
680
$17K ﹤0.01%
102
681
$17K ﹤0.01%
2,000
682
$16K ﹤0.01%
400
683
$16K ﹤0.01%
400
684
$16K ﹤0.01%
+223
685
$16K ﹤0.01%
+976
686
$16K ﹤0.01%
91
+61
687
$16K ﹤0.01%
+147
688
$16K ﹤0.01%
200
689
$16K ﹤0.01%
2,500
690
$16K ﹤0.01%
283
+261
691
$16K ﹤0.01%
652
692
$16K ﹤0.01%
165
693
$16K ﹤0.01%
+245
694
$15K ﹤0.01%
+141
695
$15K ﹤0.01%
100
696
$15K ﹤0.01%
+250
697
$15K ﹤0.01%
155
+90
698
$15K ﹤0.01%
+170
699
$15K ﹤0.01%
380
+80
700
$15K ﹤0.01%
351
26 27
28
29 30