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
$1.26B
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
726
$9K ﹤0.01%
152
727
$9K ﹤0.01%
+1,250
728
$9K ﹤0.01%
191
729
$8K ﹤0.01%
37
730
$8K ﹤0.01%
1,000
731
$8K ﹤0.01%
468
732
$8K ﹤0.01%
100
+71
733
$8K ﹤0.01%
131
-230
734
$8K ﹤0.01%
+21
735
$8K ﹤0.01%
80
736
$8K ﹤0.01%
161
737
$8K ﹤0.01%
200
738
$8K ﹤0.01%
450
739
$8K ﹤0.01%
157
740
$8K ﹤0.01%
347
741
$8K ﹤0.01%
100
742
$8K ﹤0.01%
+150
743
$8K ﹤0.01%
100
744
$8K ﹤0.01%
124
745
$8K ﹤0.01%
300
746
$8K ﹤0.01%
200
747
$8K ﹤0.01%
120
748
$8K ﹤0.01%
+42
749
$8K ﹤0.01%
300
750
$8K ﹤0.01%
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