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
$2B
AUM Growth
+$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,123
New
Increased
Reduced
Closed

Top Buys

1
+$4.72M
2
+$2.39M
3
+$2.3M
4
MSFT icon
Microsoft
MSFT
+$2M
5
AMZN icon
Amazon
AMZN
+$1.25M

Top Sells

1
+$5.11M
2
+$1.55M
3
+$1.18M
4
MA icon
Mastercard
MA
+$1.05M
5
SBUX icon
Starbucks
SBUX
+$605K

Sector Composition

1 Technology 24.39%
2 Financials 13.18%
3 Healthcare 12.44%
4 Consumer Discretionary 9.15%
5 Industrials 8.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$14.4K ﹤0.01%
7
+1
702
$14.3K ﹤0.01%
149
703
$14.3K ﹤0.01%
+10
704
$14K ﹤0.01%
100
705
$14K ﹤0.01%
+527
706
$14K ﹤0.01%
216
707
$14K ﹤0.01%
728
708
$13.8K ﹤0.01%
365
709
$13.6K ﹤0.01%
250
710
$13.5K ﹤0.01%
+157
711
$13.4K ﹤0.01%
+75
712
$13.3K ﹤0.01%
355
+150
713
$13.3K ﹤0.01%
73
+41
714
$13.1K ﹤0.01%
127
+122
715
$13.1K ﹤0.01%
265
716
$13K ﹤0.01%
566
717
$12.8K ﹤0.01%
100
+34
718
$12.8K ﹤0.01%
122
-36
719
$12.7K ﹤0.01%
247
720
$12.7K ﹤0.01%
500
721
$12.5K ﹤0.01%
73
+68
722
$12.3K ﹤0.01%
+78
723
$12.1K ﹤0.01%
212
+107
724
$12.1K ﹤0.01%
1,320
+1,237
725
$12.1K ﹤0.01%
400
27 28
29
30 31