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
+$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,123
New
Increased
Reduced
Closed

Top Buys

1
+$4.72M
2
+$2.39M
3
+$2.3M
4
MSFT icon
Microsoft
MSFT
+$2M
5
AMZN icon
Amazon
AMZN
+$1.25M

Top Sells

1
+$5.11M
2
+$1.55M
3
+$1.18M
4
MA icon
Mastercard
MA
+$1.05M
5
SBUX icon
Starbucks
SBUX
+$605K

Sector Composition

1 Technology 24.39%
2 Financials 13.18%
3 Healthcare 12.44%
4 Consumer Discretionary 9.15%
5 Industrials 8.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$9.49K ﹤0.01%
+231
752
$9.49K ﹤0.01%
+201
753
$9.39K ﹤0.01%
43
754
$9.39K ﹤0.01%
140
+68
755
$9.34K ﹤0.01%
124
+79
756
$9.33K ﹤0.01%
+382
757
$9.09K ﹤0.01%
150
758
$9.08K ﹤0.01%
+115
759
$9.07K ﹤0.01%
69
+50
760
$8.99K ﹤0.01%
+579
761
$8.99K ﹤0.01%
347
762
$8.98K ﹤0.01%
+189
763
$8.56K ﹤0.01%
+1,200
764
$8.46K ﹤0.01%
+750
765
$8.44K ﹤0.01%
+227
766
$8.41K ﹤0.01%
98
+79
767
$8.22K ﹤0.01%
+44
768
$7.93K ﹤0.01%
152
+150
769
$7.89K ﹤0.01%
275
770
$7.71K ﹤0.01%
200
771
$7.68K ﹤0.01%
+70
772
$7.59K ﹤0.01%
200
773
$7.56K ﹤0.01%
+33
774
$7.51K ﹤0.01%
+50
775
$7.51K ﹤0.01%
459
-504
29 30
31
32 33