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
$1.08B
AUM Growth
+$71.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,047
New
Increased
Reduced
Closed

Top Buys

1
+$1.53M
2
+$1.2M
3
+$1.03M
4
SPYX icon
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
+$927K
5
SBUX icon
Starbucks
SBUX
+$779K

Top Sells

1
+$1.82M
2
+$758K
3
+$716K
4
NOV icon
NOV
NOV
+$460K
5
VZ icon
Verizon
VZ
+$455K

Sector Composition

1 Healthcare 13.05%
2 Financials 13.04%
3 Industrials 12.61%
4 Technology 11.14%
5 Consumer Staples 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.19M 0.67%
37,852
+167
52
$6.71M 0.62%
45,752
-2,525
53
$6.59M 0.61%
37,889
+1,215
54
$6.4M 0.59%
43,790
+2,401
55
$6.32M 0.59%
117,960
+4,065
56
$6.21M 0.58%
74,269
-21,747
57
$5.98M 0.56%
57,310
+5,010
58
$5.56M 0.52%
79,827
-4,433
59
$5.51M 0.51%
18,679
-586
60
$5.41M 0.5%
141,181
-4,017
61
$5.4M 0.5%
36,938
+786
62
$5.33M 0.5%
65,814
+2,829
63
$5.33M 0.5%
124,657
+6,571
64
$5.19M 0.48%
96,705
+425
65
$5.08M 0.47%
34,119
+624
66
$5.03M 0.47%
95,440
-1,060
67
$4.84M 0.45%
33,920
+2,031
68
$4.81M 0.45%
94,412
+4,722
69
$4.78M 0.44%
95,304
-2,200
70
$4.37M 0.41%
17,503
+1,216
71
$4.35M 0.4%
108,616
+4,822
72
$4.34M 0.4%
54,972
+3,594
73
$4.29M 0.4%
48,156
+4,401
74
$4.23M 0.39%
42,440
+1,883
75
$4.08M 0.38%
66,589
+1,071
1 2
3
4 5