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
$1.12B
AUM Growth
+$56.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,134
New
Increased
Reduced
Closed

Top Buys

1
+$5.18M
2
+$1.73M
3
+$1.38M
4
MSFT icon
Microsoft
MSFT
+$893K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$884K

Top Sells

1
+$1.92M
2
+$606K
3
+$508K
4
WFC icon
Wells Fargo
WFC
+$412K
5
PCG icon
PG&E
PCG
+$369K

Sector Composition

1 Financials 12.93%
2 Healthcare 12.76%
3 Technology 12.08%
4 Industrials 11.41%
5 Consumer Staples 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$15K ﹤0.01%
366
+68
702
$15K ﹤0.01%
148
+136
703
$15K ﹤0.01%
1,000
704
$14K ﹤0.01%
1,192
+592
705
$14K ﹤0.01%
330
706
$14K ﹤0.01%
1,550
707
$14K ﹤0.01%
1,043
708
$14K ﹤0.01%
136
-264
709
$14K ﹤0.01%
+193
710
$14K ﹤0.01%
961
711
$14K ﹤0.01%
259
+238
712
$14K ﹤0.01%
300
713
$14K ﹤0.01%
409
+359
714
$14K ﹤0.01%
+241
715
$14K ﹤0.01%
285
716
$14K ﹤0.01%
208
717
$13K ﹤0.01%
160
718
$13K ﹤0.01%
303
719
$13K ﹤0.01%
147
+116
720
$13K ﹤0.01%
+268
721
$13K ﹤0.01%
384
722
$13K ﹤0.01%
549
+435
723
$13K ﹤0.01%
124
+107
724
$13K ﹤0.01%
+353
725
$13K ﹤0.01%
888
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