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
751
$1.78K ﹤0.01%
105
752
$1.74K ﹤0.01%
200
753
$1.69K ﹤0.01%
15
+5
754
$1.66K ﹤0.01%
23
755
$1.44K ﹤0.01%
200
756
$1.44K ﹤0.01%
164
757
$1.34K ﹤0.01%
8
758
$1.33K ﹤0.01%
38
759
$1.17K ﹤0.01%
60
760
$1.11K ﹤0.01%
63
761
$1.06K ﹤0.01%
190
762
$959 ﹤0.01%
+4
763
$912 ﹤0.01%
200
764
$880 ﹤0.01%
20
765
$877 ﹤0.01%
11
766
$832 ﹤0.01%
13
767
$806 ﹤0.01%
100
768
$782 ﹤0.01%
14
769
$744 ﹤0.01%
11
770
$702 ﹤0.01%
450
-802
771
$679 ﹤0.01%
28
772
$658 ﹤0.01%
6
-195
773
$452 ﹤0.01%
400
774
$445 ﹤0.01%
83
+8
775
$417 ﹤0.01%
300
29 30
31
32 33