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
751
$8K ﹤0.01%
300
752
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753
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754
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194
-3
755
$7K ﹤0.01%
+50
756
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35
757
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500
758
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759
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761
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762
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763
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764
$7K ﹤0.01%
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765
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+38
766
$7K ﹤0.01%
+33
767
$7K ﹤0.01%
600
768
$7K ﹤0.01%
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769
$7K ﹤0.01%
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770
$7K ﹤0.01%
155
771
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+500
772
$7K ﹤0.01%
71
773
$7K ﹤0.01%
+159
774
$7K ﹤0.01%
120
775
$7K ﹤0.01%
+300
29 30
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