TCOV
Trust Company of Vermont Portfolio holdings
AUM
$2.12B
1-Year Return
16.19%
This Quarter Return
+6%
1 Year Return
+16.19%
3 Year Return
+64.62%
5 Year Return
+115.21%
10 Year Return
+268.81%
AUM
$1.43B
AUM Growth
+$68.3M
(+5%)
Cap. Flow
+$12M
Cap. Flow
% of AUM
0.83%
Top 10 Holdings %
Top 10 Hldgs %
25.75%
Holding
916
New
44
Increased
204
Reduced
208
Closed
43
Top Buys
| 1 |
Microsoft
MSFT
|
$1.61M |
| 2 |
Procter & Gamble
PG
|
$1.33M |
| 3 |
UnitedHealth
UNH
|
$1.27M |
| 4 |
Apple
AAPL
|
$1.14M |
| 5 |
JPMorgan Chase
JPM
|
$970K |
Top Sells
Sector Composition
| 1 | Technology | 20.63% |
| 2 | Healthcare | 14.39% |
| 3 | Financials | 13.09% |
| 4 | Consumer Discretionary | 9.35% |
| 5 | Consumer Staples | 9.21% |
