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
$1.84B
AUM Growth
+$44.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
950
New
Increased
Reduced
Closed

Top Buys

1
+$4.25M
2
+$2.58M
3
+$1.85M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.47M
5
NEE icon
NextEra Energy
NEE
+$1.37M

Top Sells

1
+$2.67M
2
+$1.77M
3
+$855K
4
CVS icon
CVS Health
CVS
+$800K
5
AMT icon
American Tower
AMT
+$677K

Sector Composition

1 Technology 25.42%
2 Financials 12.67%
3 Healthcare 12.5%
4 Consumer Discretionary 9.02%
5 Industrials 8.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$11.9K ﹤0.01%
750
677
$11.9K ﹤0.01%
150
678
$11.8K ﹤0.01%
752
679
$11.7K ﹤0.01%
421
680
$11.4K ﹤0.01%
250
681
$11.4K ﹤0.01%
105
682
$11.1K ﹤0.01%
400
683
$10.9K ﹤0.01%
78
+62
684
$10.5K ﹤0.01%
365
685
$10.5K ﹤0.01%
200
686
$10.4K ﹤0.01%
100
-64
687
$10K ﹤0.01%
404
+75
688
$10K ﹤0.01%
142
+97
689
$9.96K ﹤0.01%
31
+13
690
$9.94K ﹤0.01%
+293
691
$9.93K ﹤0.01%
+635
692
$9.86K ﹤0.01%
6
693
$9.68K ﹤0.01%
+50
694
$9.68K ﹤0.01%
800
-344
695
$9.45K ﹤0.01%
247
696
$9.45K ﹤0.01%
797
-250
697
$9.4K ﹤0.01%
+300
698
$9.36K ﹤0.01%
+100
699
$9.26K ﹤0.01%
70
-65
700
$9.15K ﹤0.01%
1,300
26 27
28
29 30