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
-$55.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,108
New
Increased
Reduced
Closed

Top Buys

1
+$4.63M
2
+$4.18M
3
+$2.04M
4
VHT icon
Vanguard Health Care ETF
VHT
+$2.02M
5
NVDA icon
NVIDIA
NVDA
+$1.82M

Top Sells

1
+$5.5M
2
+$1.83M
3
+$1.42M
4
STZ icon
Constellation Brands
STZ
+$1.37M
5
CVS icon
CVS Health
CVS
+$1.34M

Sector Composition

1 Technology 23.13%
2 Financials 14.78%
3 Healthcare 11.26%
4 Consumer Discretionary 8.56%
5 Industrials 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$17.2K ﹤0.01%
1,989
702
$16.9K ﹤0.01%
115
703
$16.8K ﹤0.01%
162
704
$16.8K ﹤0.01%
246
705
$16.7K ﹤0.01%
+231
706
$16.6K ﹤0.01%
1,000
707
$16.4K ﹤0.01%
345
708
$16.4K ﹤0.01%
116
709
$16.1K ﹤0.01%
300
710
$15.9K ﹤0.01%
52
-255
711
$15.8K ﹤0.01%
179
712
$15.8K ﹤0.01%
2,088
713
$15.7K ﹤0.01%
307
714
$15.7K ﹤0.01%
202
+80
715
$15.7K ﹤0.01%
73
716
$15.6K ﹤0.01%
450
717
$14.7K ﹤0.01%
750
718
$14.6K ﹤0.01%
212
719
$14.6K ﹤0.01%
250
-121
720
$14.4K ﹤0.01%
133
-93
721
$14.4K ﹤0.01%
275
722
$14.3K ﹤0.01%
175
723
$14K ﹤0.01%
295
-235
724
$13.8K ﹤0.01%
100
725
$13.7K ﹤0.01%
100
27 28
29
30 31