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
$1.48B
AUM Growth
-$53.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
884
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$1.88M
3
+$1.79M
4
ADSK icon
Autodesk
ADSK
+$1.74M
5
TSM icon
TSMC
TSM
+$1.56M

Top Sells

1
+$2.16M
2
+$2.13M
3
+$1.87M
4
ENB icon
Enbridge
ENB
+$1.66M
5
EBAY icon
eBay
EBAY
+$1.57M

Sector Composition

1 Technology 22.47%
2 Healthcare 14.1%
3 Financials 12.92%
4 Consumer Discretionary 9.52%
5 Consumer Staples 9.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$9.26M 0.63%
96,873
-6,832
52
$9.26M 0.63%
56,308
+1,807
53
$8.88M 0.6%
2,878
-104
54
$8.83M 0.6%
96,320
-525
55
$8.62M 0.58%
16,903
+524
56
$8.31M 0.56%
166,349
+12,271
57
$7.73M 0.52%
95,322
-7,266
58
$7.59M 0.51%
27,788
+188
59
$7.28M 0.49%
35,915
+379
60
$7.18M 0.48%
94,875
-69
61
$7.11M 0.48%
79,968
-1,106
62
$6.49M 0.44%
121,698
+16,458
63
$6.41M 0.43%
23,841
-2,682
64
$6.33M 0.43%
80,826
-3,603
65
$6.33M 0.43%
144,678
-1,033
66
$6.19M 0.42%
142,410
+5,590
67
$6.08M 0.41%
16,104
+1,210
68
$5.89M 0.4%
14,401
+542
69
$5.87M 0.4%
101,076
-9,013
70
$5.79M 0.39%
23,048
+1,628
71
$5.72M 0.39%
73,058
-696
72
$5.71M 0.39%
82,287
-1,239
73
$5.6M 0.38%
50,905
+2,722
74
$5.48M 0.37%
27,836
+4
75
$5.48M 0.37%
12,819
-25
1 2
3
4 5