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
-$55.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,108
New
Increased
Reduced
Closed

Top Buys

1
+$4.63M
2
+$4.18M
3
+$2.04M
4
VHT icon
Vanguard Health Care ETF
VHT
+$2.02M
5
NVDA icon
NVIDIA
NVDA
+$1.82M

Top Sells

1
+$5.5M
2
+$1.83M
3
+$1.42M
4
STZ icon
Constellation Brands
STZ
+$1.37M
5
CVS icon
CVS Health
CVS
+$1.34M

Sector Composition

1 Technology 23.13%
2 Financials 14.78%
3 Healthcare 11.26%
4 Consumer Discretionary 8.56%
5 Industrials 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$13.7K ﹤0.01%
7
727
$13.6K ﹤0.01%
193
-100
728
$13.3K ﹤0.01%
256
729
$13.2K ﹤0.01%
157
730
$13.2K ﹤0.01%
500
731
$13.2K ﹤0.01%
21
732
$12.9K ﹤0.01%
561
-90
733
$12.8K ﹤0.01%
200
734
$12.6K ﹤0.01%
73
735
$12.5K ﹤0.01%
728
736
$12.5K ﹤0.01%
61
737
$12.5K ﹤0.01%
+513
738
$12.4K ﹤0.01%
185
739
$12.4K ﹤0.01%
210
740
$12.2K ﹤0.01%
70
741
$12.2K ﹤0.01%
37
+17
742
$12.2K ﹤0.01%
265
743
$12.1K ﹤0.01%
500
744
$12K ﹤0.01%
150
745
$12K ﹤0.01%
260
746
$12K ﹤0.01%
188
747
$12K ﹤0.01%
+103
748
$11.9K ﹤0.01%
78
749
$11.9K ﹤0.01%
2,440
750
$11.9K ﹤0.01%
250
28 29
30
31 32