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
$1.25B
AUM Growth
+$162M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
811
New
Increased
Reduced
Closed

Top Buys

1
+$18.7M
2
+$1.69M
3
+$1.15M
4
UL icon
Unilever
UL
+$1.07M
5
EBAY icon
eBay
EBAY
+$987K

Top Sells

1
+$1.86M
2
+$1.44M
3
+$1.14M
4
UN
Unilever NV New York Registry Shares
UN
+$985K
5
TSLA icon
Tesla
TSLA
+$725K

Sector Composition

1 Technology 17.15%
2 Financials 14.81%
3 Healthcare 13.07%
4 Consumer Discretionary 10.6%
5 Consumer Staples 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$6K ﹤0.01%
100
677
$5K ﹤0.01%
45
-260
678
$5K ﹤0.01%
300
-27
679
$5K ﹤0.01%
265
680
$5K ﹤0.01%
1,362
681
$5K ﹤0.01%
200
682
$5K ﹤0.01%
50
-45
683
$5K ﹤0.01%
105
684
$5K ﹤0.01%
94
685
$4K ﹤0.01%
500
-766
686
$4K ﹤0.01%
32
687
$4K ﹤0.01%
87
+16
688
$4K ﹤0.01%
215
689
$4K ﹤0.01%
53
-13
690
$4K ﹤0.01%
133
+31
691
$4K ﹤0.01%
300
692
$4K ﹤0.01%
96
+71
693
$4K ﹤0.01%
+44
694
$4K ﹤0.01%
65
-20
695
$4K ﹤0.01%
195
696
$4K ﹤0.01%
255
697
$4K ﹤0.01%
1,000
698
$4K ﹤0.01%
+630
699
$3K ﹤0.01%
10
700
$3K ﹤0.01%
+75
26 27
28
29 30