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
$1.12B
AUM Growth
+$56.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,134
New
Increased
Reduced
Closed

Top Buys

1
+$5.18M
2
+$1.73M
3
+$1.38M
4
MSFT icon
Microsoft
MSFT
+$893K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$884K

Top Sells

1
+$1.92M
2
+$606K
3
+$508K
4
WFC icon
Wells Fargo
WFC
+$412K
5
PCG icon
PG&E
PCG
+$369K

Sector Composition

1 Financials 12.93%
2 Healthcare 12.76%
3 Technology 12.08%
4 Industrials 11.41%
5 Consumer Staples 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$13K ﹤0.01%
+23
727
$13K ﹤0.01%
1,170
728
$13K ﹤0.01%
1,020
729
$13K ﹤0.01%
132
730
$13K ﹤0.01%
88
+82
731
$13K ﹤0.01%
875
732
$13K ﹤0.01%
157
-123
733
$12K ﹤0.01%
+159
734
$12K ﹤0.01%
149
735
$12K ﹤0.01%
207
736
$12K ﹤0.01%
504
737
$12K ﹤0.01%
750
738
$12K ﹤0.01%
185
739
$12K ﹤0.01%
+293
740
$12K ﹤0.01%
300
741
$12K ﹤0.01%
20
742
$12K ﹤0.01%
900
743
$12K ﹤0.01%
464
+435
744
$12K ﹤0.01%
+171
745
$12K ﹤0.01%
57
-18
746
$12K ﹤0.01%
200
747
$12K ﹤0.01%
250
748
$12K ﹤0.01%
+36
749
$12K ﹤0.01%
92
750
$12K ﹤0.01%
312
28 29
30
31 32