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
$1.25B
AUM Growth
+$162M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
811
New
Increased
Reduced
Closed

Top Buys

1
+$18.7M
2
+$1.69M
3
+$1.15M
4
UL icon
Unilever
UL
+$1.07M
5
EBAY icon
eBay
EBAY
+$987K

Top Sells

1
+$1.86M
2
+$1.44M
3
+$1.14M
4
UN
Unilever NV New York Registry Shares
UN
+$985K
5
TSLA icon
Tesla
TSLA
+$725K

Sector Composition

1 Technology 17.15%
2 Financials 14.81%
3 Healthcare 13.07%
4 Consumer Discretionary 10.6%
5 Consumer Staples 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.87M 0.63%
35,983
+705
52
$7.77M 0.62%
82,267
-1,984
53
$7.42M 0.59%
46,708
-611
54
$7.37M 0.59%
156,116
+1,880
55
$7.18M 0.57%
31,235
+468
56
$7.18M 0.57%
81,900
-220
57
$7.17M 0.57%
39,361
+517
58
$6.82M 0.54%
133,357
+5,538
59
$6.79M 0.54%
30,499
+3,027
60
$6.63M 0.53%
177,933
+2,169
61
$6.55M 0.52%
2,942
-834
62
$6.52M 0.52%
44,121
-826
63
$6.17M 0.49%
25,169
-285
64
$6.09M 0.49%
50,683
-445
65
$6.03M 0.48%
189,918
+16,024
66
$5.9M 0.47%
78,445
+10,544
67
$5.86M 0.47%
97,180
-2,324
68
$5.58M 0.44%
56,404
+2,189
69
$5.52M 0.44%
94,358
+1,262
70
$5.34M 0.43%
119,412
+6,738
71
$5.29M 0.42%
67,746
+1,346
72
$5.26M 0.42%
62,300
-3,120
73
$5.16M 0.41%
88,415
+144
74
$5.13M 0.41%
55,219
+4,506
75
$5.13M 0.41%
82,645
+739
1 2
3
4 5