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
$1.53B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
926
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$1.65M
3
+$1.47M
4
UNH icon
UnitedHealth
UNH
+$1.45M
5
CVX icon
Chevron
CVX
+$1.36M

Top Sells

1
+$2.36M
2
+$1.92M
3
+$1.34M
4
DLR icon
Digital Realty Trust
DLR
+$1.16M
5
D icon
Dominion Energy
D
+$1.09M

Sector Composition

1 Technology 22.54%
2 Healthcare 13.75%
3 Financials 12.91%
4 Consumer Discretionary 9.61%
5 Consumer Staples 9.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$8.56K ﹤0.01%
+200
677
$8.27K ﹤0.01%
90
-65
678
$8.09K ﹤0.01%
157
679
$8.09K ﹤0.01%
100
680
$7.89K ﹤0.01%
200
-430
681
$7.75K ﹤0.01%
450
-4,005
682
$7.61K ﹤0.01%
94
683
$7.61K ﹤0.01%
150
684
$7.59K ﹤0.01%
140
685
$7.59K ﹤0.01%
350
686
$7.56K ﹤0.01%
800
+548
687
$7.46K ﹤0.01%
+35
688
$7.41K ﹤0.01%
68
689
$7.31K ﹤0.01%
50
690
$7.3K ﹤0.01%
300
691
$7.24K ﹤0.01%
200
692
$7.21K ﹤0.01%
200
693
$7.07K ﹤0.01%
64
694
$7.04K ﹤0.01%
200
695
$7.02K ﹤0.01%
+506
696
$7K ﹤0.01%
500
-398
697
$6.99K ﹤0.01%
120
-150
698
$6.83K ﹤0.01%
37
-63
699
$6.81K ﹤0.01%
110
700
$6.62K ﹤0.01%
663
-333
26 27
28
29 30