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
$1.36B
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,032
New
Increased
Reduced
Closed

Top Buys

1
+$1.89M
2
+$1.75M
3
+$1.22M
4
O icon
Realty Income
O
+$1.08M
5
ED icon
Consolidated Edison
ED
+$1.05M

Top Sells

1
+$2.53M
2
+$1.9M
3
+$1.42M
4
META icon
Meta Platforms (Facebook)
META
+$1.13M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$950K

Sector Composition

1 Technology 17.86%
2 Healthcare 15.74%
3 Financials 13.82%
4 Consumer Staples 9.07%
5 Consumer Discretionary 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$9.96K ﹤0.01%
141
677
$9.95K ﹤0.01%
134
-43
678
$9.95K ﹤0.01%
28
679
$9.94K ﹤0.01%
71
680
$9.94K ﹤0.01%
+162
681
$9.94K ﹤0.01%
500
682
$9.89K ﹤0.01%
+1,300
683
$9.77K ﹤0.01%
72
684
$9.69K ﹤0.01%
300
685
$9.55K ﹤0.01%
480
686
$9.37K ﹤0.01%
+440
687
$9.35K ﹤0.01%
152
688
$9.31K ﹤0.01%
142
689
$9.15K ﹤0.01%
+89
690
$9K ﹤0.01%
100
691
$9K ﹤0.01%
100
692
$9K ﹤0.01%
42
693
$9K ﹤0.01%
200
694
$8.87K ﹤0.01%
94
+92
695
$8.87K ﹤0.01%
173
+97
696
$8.65K ﹤0.01%
194
697
$8.56K ﹤0.01%
120
698
$8.32K ﹤0.01%
200
699
$8.26K ﹤0.01%
+55
700
$8.22K ﹤0.01%
+140
26 27
28
29 30