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
$1.26B
AUM Growth
-$44.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,060
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$3.57M
3
+$1.79M
4
MSFT icon
Microsoft
MSFT
+$1.26M
5
JPM icon
JPMorgan Chase
JPM
+$1.25M

Top Sells

1
+$1.88M
2
+$1.51M
3
+$939K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$607K
5
NVDA icon
NVIDIA
NVDA
+$537K

Sector Composition

1 Technology 18.94%
2 Healthcare 14.93%
3 Financials 12.99%
4 Consumer Discretionary 9.42%
5 Consumer Staples 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.04M 0.56%
39,632
+1,513
52
$7.04M 0.56%
13,936
+174
53
$7.04M 0.56%
41,435
-499
54
$6.68M 0.53%
29,657
+1,322
55
$6.58M 0.52%
92,383
+1,195
56
$6.57M 0.52%
91,975
+1,391
57
$6.52M 0.52%
18,246
-772
58
$6.47M 0.51%
48,527
+460
59
$6.23M 0.49%
212,377
+29,206
60
$6.23M 0.49%
29,704
-2,225
61
$6.2M 0.49%
106,502
+8,618
62
$6.17M 0.49%
15,932
+618
63
$6.08M 0.48%
87,978
-1,003
64
$5.8M 0.46%
145,027
+7,511
65
$5.8M 0.46%
51,686
-1,310
66
$5.58M 0.44%
24,373
-170
67
$5.58M 0.44%
216,429
+295
68
$5.55M 0.44%
75,789
+10,273
69
$5.49M 0.43%
38,197
+1,987
70
$5.46M 0.43%
150,196
-7,728
71
$5.45M 0.43%
14,116
-42
72
$5.32M 0.42%
26,287
+1,245
73
$5.19M 0.41%
142,270
-3,481
74
$5.19M 0.41%
83,529
+638
75
$5.19M 0.41%
185,404
-67,219
1 2
3
4 5