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
$1.25B
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
726
$2K ﹤0.01%
164
727
$2K ﹤0.01%
120
728
$1K ﹤0.01%
96
-300
729
$1K ﹤0.01%
17
730
$1K ﹤0.01%
25
731
$1K ﹤0.01%
27
-13
732
$1K ﹤0.01%
+25
733
$1K ﹤0.01%
2
734
$1K ﹤0.01%
133
735
$1K ﹤0.01%
20
736
$1K ﹤0.01%
41
737
$1K ﹤0.01%
37
738
$1K ﹤0.01%
+5
739
$1K ﹤0.01%
38
740
$1K ﹤0.01%
200
-1,400
741
$1K ﹤0.01%
204
742
$1K ﹤0.01%
37
743
$1K ﹤0.01%
31
744
$1K ﹤0.01%
220
745
$1K ﹤0.01%
4
+1
746
$1K ﹤0.01%
23
747
$1K ﹤0.01%
100
748
– –
-12
749
$0 ﹤0.01%
50
750
$0 ﹤0.01%
200
28 29
30
31 32