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
$1.84B
AUM Growth
+$44.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
950
New
Increased
Reduced
Closed

Top Buys

1
+$4.25M
2
+$2.58M
3
+$1.85M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.47M
5
NEE icon
NextEra Energy
NEE
+$1.37M

Top Sells

1
+$2.67M
2
+$1.77M
3
+$855K
4
CVS icon
CVS Health
CVS
+$800K
5
AMT icon
American Tower
AMT
+$677K

Sector Composition

1 Technology 25.42%
2 Financials 12.67%
3 Healthcare 12.5%
4 Consumer Discretionary 9.02%
5 Industrials 8.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$5.06K ﹤0.01%
32
-2
752
$4.83K ﹤0.01%
+216
753
$4.79K ﹤0.01%
+132
754
$4.79K ﹤0.01%
179
755
$4.62K ﹤0.01%
79
756
$4.61K ﹤0.01%
38
757
$4.59K ﹤0.01%
+85
758
$4.39K ﹤0.01%
250
759
$4.32K ﹤0.01%
40
760
$4.31K ﹤0.01%
175
+166
761
$4.28K ﹤0.01%
+131
762
$4.16K ﹤0.01%
1,000
763
$4.11K ﹤0.01%
38
764
$4.09K ﹤0.01%
+71
765
$3.98K ﹤0.01%
+45
766
$3.78K ﹤0.01%
+388
767
$3.73K ﹤0.01%
+750
768
$3.56K ﹤0.01%
+70
769
$3.48K ﹤0.01%
+100
770
$3.43K ﹤0.01%
119
771
$3.43K ﹤0.01%
+200
772
$3.39K ﹤0.01%
175
773
$3.36K ﹤0.01%
+21
774
$3.26K ﹤0.01%
+275
775
$3.25K ﹤0.01%
30
29 30
31
32 33