TCOV
Trust Company of Vermont Portfolio holdings
AUM
$2.12B
1-Year Return
16.19%
This Quarter Return
+8.07%
1 Year Return
+16.19%
3 Year Return
+64.62%
5 Year Return
+115.21%
10 Year Return
+268.81%
AUM
$2.12B
AUM Growth
+$121M
(+6%)
Cap. Flow
+$7.36M
Cap. Flow
% of AUM
0.35%
Top 10 Holdings %
Top 10 Hldgs %
31.49%
Holding
1,141
New
110
Increased
208
Reduced
221
Closed
56
Top Buys
| 1 |
Vanguard Health Care ETF
VHT
|
+$4.81M |
| 2 |
TSMC
TSM
|
+$3.02M |
| 3 |
Johnson & Johnson
JNJ
|
+$2.41M |
| 4 |
Salesforce
CRM
|
+$2.33M |
| 5 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
+$2.12M |
Top Sells
| 1 |
UnitedHealth
UNH
|
+$8.36M |
| 2 |
Adobe
ADBE
|
+$2.59M |
| 3 |
Tesla
TSLA
|
+$1.34M |
| 4 |
Nike
NKE
|
+$892K |
| 5 |
Becton Dickinson
BDX
|
+$889K |
Sector Composition
| 1 | Technology | 25.16% |
| 2 | Financials | 14.61% |
| 3 | Healthcare | 9.13% |
| 4 | Consumer Discretionary | 8.57% |
| 5 | Industrials | 8.52% |
