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
$1.03B
AUM Growth
-$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,129
New
Increased
Reduced
Closed

Top Buys

1
+$1.72M
2
+$1.11M
3
+$1.04M
4
PAG icon
Penske Automotive Group
PAG
+$913K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$611K

Top Sells

1
+$1.8M
2
+$1.69M
3
+$1.66M
4
PM icon
Philip Morris
PM
+$1.34M
5
META icon
Meta Platforms (Facebook)
META
+$1.18M

Sector Composition

1 Healthcare 14.32%
2 Financials 13.08%
3 Technology 12.05%
4 Industrials 11.18%
5 Consumer Staples 9.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$9K ﹤0.01%
183
702
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50
-127
703
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200
704
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243
-152
705
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646
-489
706
$9K ﹤0.01%
+42
707
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186
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708
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218
709
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710
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144
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711
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371
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712
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400
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713
$8K ﹤0.01%
592
714
$8K ﹤0.01%
78
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715
$8K ﹤0.01%
137
716
$8K ﹤0.01%
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717
$8K ﹤0.01%
1,000
718
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186
719
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250
720
$8K ﹤0.01%
84
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721
$8K ﹤0.01%
100
722
$8K ﹤0.01%
148
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723
$8K ﹤0.01%
212
-12
724
$8K ﹤0.01%
433
-311
725
$8K ﹤0.01%
400
-740
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