TCOV

Trust Company of Vermont Portfolio holdings

AUM $2.4B
1-Year Est. Return 18.75%
This Quarter Est. Return
1 Year Est. Return
+18.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.03B
AUM Growth
-$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,129
New
Increased
Reduced
Closed

Top Buys

1
+$1.72M
2
+$1.11M
3
+$1.04M
4
PAG icon
Penske Automotive Group
PAG
+$913K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$611K

Top Sells

1
+$1.8M
2
+$1.69M
3
+$1.66M
4
PM icon
Philip Morris
PM
+$1.34M
5
META icon
Meta Platforms (Facebook)
META
+$1.18M

Sector Composition

1 Healthcare 14.32%
2 Financials 13.08%
3 Technology 12.05%
4 Industrials 11.18%
5 Consumer Staples 9.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$8K ﹤0.01%
150
727
$8K ﹤0.01%
500
728
$7K ﹤0.01%
100
-150
729
$7K ﹤0.01%
134
730
$7K ﹤0.01%
280
731
$7K ﹤0.01%
73
732
$7K ﹤0.01%
22
-14
733
$7K ﹤0.01%
89
-66
734
$7K ﹤0.01%
1,000
735
$7K ﹤0.01%
+256
736
$7K ﹤0.01%
269
737
$7K ﹤0.01%
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738
$7K ﹤0.01%
413
-83
739
$7K ﹤0.01%
66
-58
740
$7K ﹤0.01%
120
741
$7K ﹤0.01%
84
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742
$7K ﹤0.01%
150
743
$7K ﹤0.01%
233
-120
744
$6K ﹤0.01%
154
-114
745
$6K ﹤0.01%
74
746
$6K ﹤0.01%
90
-80
747
$6K ﹤0.01%
220
748
$6K ﹤0.01%
168
-125
749
$6K ﹤0.01%
50
-44
750
$6K ﹤0.01%
64
-15
28 29
30
31 32