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
$2B
AUM Growth
-$55.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,108
New
Increased
Reduced
Closed

Top Buys

1
+$4.63M
2
+$4.18M
3
+$2.04M
4
VHT icon
Vanguard Health Care ETF
VHT
+$2.02M
5
NVDA icon
NVIDIA
NVDA
+$1.82M

Top Sells

1
+$5.5M
2
+$1.83M
3
+$1.42M
4
STZ icon
Constellation Brands
STZ
+$1.37M
5
CVS icon
CVS Health
CVS
+$1.34M

Sector Composition

1 Technology 23.13%
2 Financials 14.78%
3 Healthcare 11.26%
4 Consumer Discretionary 8.56%
5 Industrials 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$19.4K ﹤0.01%
300
677
$19.1K ﹤0.01%
200
-80
678
$19.1K ﹤0.01%
75
679
$19K ﹤0.01%
210
680
$19K ﹤0.01%
302
681
$19K ﹤0.01%
199
682
$18.8K ﹤0.01%
1,879
-26
683
$18.8K ﹤0.01%
253
684
$18.6K ﹤0.01%
1,620
685
$18.6K ﹤0.01%
168
686
$18.5K ﹤0.01%
851
687
$18.3K ﹤0.01%
75
688
$17.9K ﹤0.01%
495
689
$17.7K ﹤0.01%
78
690
$17.7K ﹤0.01%
235
-77
691
$17.6K ﹤0.01%
1,200
692
$17.6K ﹤0.01%
195
+40
693
$17.5K ﹤0.01%
900
694
$17.5K ﹤0.01%
200
695
$17.5K ﹤0.01%
1,080
696
$17.4K ﹤0.01%
+1,100
697
$17.3K ﹤0.01%
256
698
$17.3K ﹤0.01%
377
699
$17.3K ﹤0.01%
215
700
$17.3K ﹤0.01%
600
26 27
28
29 30