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
$1.84B
AUM Growth
+$44.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
950
New
Increased
Reduced
Closed

Top Buys

1
+$4.25M
2
+$2.58M
3
+$1.85M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.47M
5
NEE icon
NextEra Energy
NEE
+$1.37M

Top Sells

1
+$2.67M
2
+$1.77M
3
+$855K
4
CVS icon
CVS Health
CVS
+$800K
5
AMT icon
American Tower
AMT
+$677K

Sector Composition

1 Technology 25.42%
2 Financials 12.67%
3 Healthcare 12.5%
4 Consumer Discretionary 9.02%
5 Industrials 8.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$8.82K ﹤0.01%
+195
702
$8.79K ﹤0.01%
73
703
$8.73K ﹤0.01%
43
704
$8.71K ﹤0.01%
529
-141
705
$8.63K ﹤0.01%
32
-8
706
$8.59K ﹤0.01%
347
707
$8.16K ﹤0.01%
72
708
$8.01K ﹤0.01%
606
+100
709
$7.88K ﹤0.01%
+31
710
$7.77K ﹤0.01%
150
711
$7.72K ﹤0.01%
+205
712
$7.68K ﹤0.01%
113
+108
713
$7.66K ﹤0.01%
350
714
$7.64K ﹤0.01%
275
715
$7.53K ﹤0.01%
+24
716
$7.33K ﹤0.01%
52
717
$7.33K ﹤0.01%
66
718
$7.27K ﹤0.01%
+216
719
$7.12K ﹤0.01%
150
-100
720
$7.03K ﹤0.01%
200
721
$7.02K ﹤0.01%
300
722
$6.93K ﹤0.01%
380
-1,788
723
$6.91K ﹤0.01%
140
724
$6.71K ﹤0.01%
200
725
$6.71K ﹤0.01%
200
27 28
29
30 31