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
$1.26B
AUM Growth
-$44.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,060
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$3.57M
3
+$1.79M
4
MSFT icon
Microsoft
MSFT
+$1.26M
5
JPM icon
JPMorgan Chase
JPM
+$1.25M

Top Sells

1
+$1.88M
2
+$1.51M
3
+$939K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$607K
5
NVDA icon
NVIDIA
NVDA
+$537K

Sector Composition

1 Technology 18.94%
2 Healthcare 14.93%
3 Financials 12.99%
4 Consumer Discretionary 9.42%
5 Consumer Staples 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$10K ﹤0.01%
205
+115
702
$10K ﹤0.01%
134
703
$10K ﹤0.01%
170
+130
704
$10K ﹤0.01%
104
-250
705
$10K ﹤0.01%
54
+30
706
$10K ﹤0.01%
300
707
$10K ﹤0.01%
341
708
$10K ﹤0.01%
95
709
$10K ﹤0.01%
160
710
$10K ﹤0.01%
71
-3
711
$10K ﹤0.01%
1,102
712
$10K ﹤0.01%
64
713
$10K ﹤0.01%
100
714
$10K ﹤0.01%
47
715
$9K ﹤0.01%
56
716
$9K ﹤0.01%
275
717
$9K ﹤0.01%
141
718
$9K ﹤0.01%
+126
719
$9K ﹤0.01%
+500
720
$9K ﹤0.01%
380
721
$9K ﹤0.01%
198
722
$9K ﹤0.01%
86
723
$9K ﹤0.01%
72
724
$9K ﹤0.01%
300
725
$9K ﹤0.01%
+120
27 28
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