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
$1.53B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
926
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$1.65M
3
+$1.47M
4
UNH icon
UnitedHealth
UNH
+$1.45M
5
CVX icon
Chevron
CVX
+$1.36M

Top Sells

1
+$2.36M
2
+$1.92M
3
+$1.34M
4
DLR icon
Digital Realty Trust
DLR
+$1.16M
5
D icon
Dominion Energy
D
+$1.09M

Sector Composition

1 Technology 22.54%
2 Healthcare 13.75%
3 Financials 12.91%
4 Consumer Discretionary 9.61%
5 Consumer Staples 9.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$6.33K ﹤0.01%
45
702
$6.28K ﹤0.01%
175
-125
703
$6.26K ﹤0.01%
195
+125
704
$6K ﹤0.01%
+15,000
705
$5.84K ﹤0.01%
18
-7
706
$5.76K ﹤0.01%
105
707
$5.61K ﹤0.01%
+80
708
$5.6K ﹤0.01%
+60
709
$5.41K ﹤0.01%
+50
710
$5.37K ﹤0.01%
150
711
$5.3K ﹤0.01%
15
712
$5.29K ﹤0.01%
+160
713
$5.25K ﹤0.01%
100
714
$5.14K ﹤0.01%
1,278
-2,000
715
$5.14K ﹤0.01%
100
716
$5.12K ﹤0.01%
79
-150
717
$5.11K ﹤0.01%
105
718
$5.01K ﹤0.01%
265
719
$4.73K ﹤0.01%
+75
720
$4.68K ﹤0.01%
450
721
$4.66K ﹤0.01%
+175
722
$4.65K ﹤0.01%
+150
723
$4.6K ﹤0.01%
200
724
$4.5K ﹤0.01%
+250
725
$4.36K ﹤0.01%
200
27 28
29
30 31