TCOV

Trust Company of Vermont Portfolio holdings

AUM $2.4B
1-Year Est. Return 18.75%
This Quarter Est. Return
1 Year Est. Return
+18.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.3B
AUM Growth
+$174M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,195
New
Increased
Reduced
Closed

Top Buys

1 +$4.66M
2 +$4.07M
3 +$3.66M
4
TSM icon
TSMC
TSM
+$3.37M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.1M

Top Sells

1 +$3.66M
2 +$2.05M
3 +$1.42M
4
BDX icon
Becton Dickinson
BDX
+$1.28M
5
LRCX icon
Lam Research
LRCX
+$907K

Sector Composition

1 Technology 25.67%
2 Financials 14.13%
3 Healthcare 9.17%
4 Consumer Discretionary 8.21%
5 Industrials 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
WBS icon
676
Webster Financial
WBS
$10.2B
$27.8K ﹤0.01%
467
ENS icon
677
EnerSys
ENS
$6.22B
$27.7K ﹤0.01%
245
AHR icon
678
American Healthcare REIT
AHR
$8.45B
$27.6K ﹤0.01%
+657
F icon
679
Ford
F
$52.9B
$27.4K ﹤0.01%
2,292
+413
CGW icon
680
Invesco S&P Global Water Index ETF
CGW
$1.01B
$27.3K ﹤0.01%
425
DXJ icon
681
WisdomTree Japan Hedged Equity Fund
DXJ
$5.76B
$26.9K ﹤0.01%
210
CTSH icon
682
Cognizant
CTSH
$39.7B
$26.8K ﹤0.01%
400
-47
DIV icon
683
Global X SuperDividend US ETF
DIV
$666M
$26.5K ﹤0.01%
+1,500
HOOD icon
684
Robinhood
HOOD
$95.1B
$26.5K ﹤0.01%
185
IGM icon
685
iShares Expanded Tech Sector ETF
IGM
$8.73B
$26.4K ﹤0.01%
210
EL icon
686
Estee Lauder
EL
$41.2B
$26.4K ﹤0.01%
300
EZM icon
687
WisdomTree US MidCap Fund
EZM
$837M
$26.4K ﹤0.01%
400
DGRW icon
688
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$15.9B
$26.2K ﹤0.01%
295
+64
AOS icon
689
A.O. Smith
AOS
$9.82B
$25.7K ﹤0.01%
350
GM icon
690
General Motors
GM
$72.6B
$25.6K ﹤0.01%
420
VICI icon
691
VICI Properties
VICI
$30.8B
$25.6K ﹤0.01%
785
BBY icon
692
Best Buy
BBY
$13.8B
$25.3K ﹤0.01%
334
-30
OGN icon
693
Organon & Co
OGN
$2.46B
$25.2K ﹤0.01%
2,360
+30
IWC icon
694
iShares Micro-Cap ETF
IWC
$1.26B
$25K ﹤0.01%
168
MPLX icon
695
MPLX
MPLX
$56.5B
$25K ﹤0.01%
500
FXO icon
696
First Trust Financials AlphaDEX Fund
FXO
$2.14B
$24.9K ﹤0.01%
420
ODFL icon
697
Old Dominion Freight Line
ODFL
$35.5B
$24.8K ﹤0.01%
176
ALLY icon
698
Ally Financial
ALLY
$13.1B
$24.7K ﹤0.01%
629
TDY icon
699
Teledyne Technologies
TDY
$26.6B
$24.6K ﹤0.01%
42
SFM icon
700
Sprouts Farmers Market
SFM
$7.06B
$24.6K ﹤0.01%
226
+1