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
$2.06B
AUM Growth
+$63.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,145
New
Increased
Reduced
Closed

Top Buys

1 +$10.5M
2 +$8.76M
3 +$4.62M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.16M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.94M

Top Sells

1 +$2.24M
2 +$2.01M
3 +$1.84M
4
BDX icon
Becton Dickinson
BDX
+$1.61M
5
MSM icon
MSC Industrial Direct
MSM
+$1.58M

Sector Composition

1 Technology 25.01%
2 Financials 13.72%
3 Healthcare 10.59%
4 Consumer Discretionary 9.17%
5 Industrials 8.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
676
$20.3K ﹤0.01%
+890
677
$20.1K ﹤0.01%
200
678
$20.1K ﹤0.01%
460
-190
679
$20.1K ﹤0.01%
600
680
$20K ﹤0.01%
851
-447
681
$19.7K ﹤0.01%
302
682
$19.6K ﹤0.01%
391
683
$19.6K ﹤0.01%
345
684
$19.6K ﹤0.01%
+2,160
685
$19.5K ﹤0.01%
42
686
$19.4K ﹤0.01%
+1,080
687
$19.3K ﹤0.01%
78
688
$19.2K ﹤0.01%
525
+125
689
$19.1K ﹤0.01%
246
690
$19.1K ﹤0.01%
253
691
$18.9K ﹤0.01%
215
692
$18.9K ﹤0.01%
1,905
693
$18.7K ﹤0.01%
275
694
$18.7K ﹤0.01%
231
695
$18.5K ﹤0.01%
35
696
$18.4K ﹤0.01%
455
697
$18.4K ﹤0.01%
116
698
$18.2K ﹤0.01%
1,000
699
$18.2K ﹤0.01%
75
700
$18.2K ﹤0.01%
900