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
$2B
AUM Growth
+$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,123
New
Increased
Reduced
Closed

Top Buys

1
+$4.72M
2
+$2.39M
3
+$2.3M
4
MSFT icon
Microsoft
MSFT
+$2M
5
AMZN icon
Amazon
AMZN
+$1.25M

Top Sells

1
+$5.11M
2
+$1.55M
3
+$1.18M
4
MA icon
Mastercard
MA
+$1.05M
5
SBUX icon
Starbucks
SBUX
+$605K

Sector Composition

1 Technology 24.39%
2 Financials 13.18%
3 Healthcare 12.44%
4 Consumer Discretionary 9.15%
5 Industrials 8.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$12K ﹤0.01%
155
+42
727
$11.9K ﹤0.01%
169
728
$11.7K ﹤0.01%
136
-46
729
$11.6K ﹤0.01%
+1,100
730
$11.5K ﹤0.01%
+100
731
$11.5K ﹤0.01%
+1,200
732
$11.5K ﹤0.01%
150
733
$11.4K ﹤0.01%
200
734
$11.3K ﹤0.01%
+769
735
$11.3K ﹤0.01%
+21
736
$10.9K ﹤0.01%
100
-52
737
$10.8K ﹤0.01%
+61
738
$10.8K ﹤0.01%
+276
739
$10.6K ﹤0.01%
404
740
$10.6K ﹤0.01%
68
+23
741
$10.5K ﹤0.01%
+149
742
$10.4K ﹤0.01%
1,274
743
$10.2K ﹤0.01%
137
+37
744
$10.2K ﹤0.01%
25
-6
745
$10K ﹤0.01%
+412
746
$10K ﹤0.01%
+1,500
747
$10K ﹤0.01%
595
-40
748
$9.87K ﹤0.01%
1,300
749
$9.87K ﹤0.01%
73
750
$9.75K ﹤0.01%
+168
28 29
30
31 32