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
$1.53B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
926
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$1.65M
3
+$1.47M
4
UNH icon
UnitedHealth
UNH
+$1.45M
5
CVX icon
Chevron
CVX
+$1.36M

Top Sells

1
+$2.36M
2
+$1.92M
3
+$1.34M
4
DLR icon
Digital Realty Trust
DLR
+$1.16M
5
D icon
Dominion Energy
D
+$1.09M

Sector Composition

1 Technology 22.54%
2 Healthcare 13.75%
3 Financials 12.91%
4 Consumer Discretionary 9.61%
5 Consumer Staples 9.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$4.34K ﹤0.01%
+40
727
$4.2K ﹤0.01%
+350
728
$4.19K ﹤0.01%
1,007
729
$4.05K ﹤0.01%
1,400
730
$3.88K ﹤0.01%
179
731
$3.73K ﹤0.01%
+25
732
$3.46K ﹤0.01%
763
733
$3.4K ﹤0.01%
+100
734
$3.29K ﹤0.01%
38
735
$3.23K ﹤0.01%
30
+15
736
$3.22K ﹤0.01%
80
737
$3.13K ﹤0.01%
148
738
$3.04K ﹤0.01%
45
-140
739
$2.94K ﹤0.01%
131
740
$2.73K ﹤0.01%
500
741
$2.53K ﹤0.01%
100
742
$2.35K ﹤0.01%
120
743
$2.31K ﹤0.01%
300
744
$2.12K ﹤0.01%
246
745
$2.03K ﹤0.01%
30
746
$1.98K ﹤0.01%
21
747
$1.92K ﹤0.01%
+166
748
$1.89K ﹤0.01%
+100
749
$1.85K ﹤0.01%
30
750
$1.85K ﹤0.01%
39
-37
28 29
30
31 32