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
-$55.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,108
New
Increased
Reduced
Closed

Top Buys

1 +$4.63M
2 +$4.18M
3 +$2.04M
4
VHT icon
Vanguard Health Care ETF
VHT
+$2.02M
5
NVDA icon
NVIDIA
NVDA
+$1.82M

Top Sells

1 +$5.5M
2 +$1.83M
3 +$1.42M
4
STZ icon
Constellation Brands
STZ
+$1.37M
5
CVS icon
CVS Health
CVS
+$1.34M

Sector Composition

1 Technology 23.13%
2 Financials 14.78%
3 Healthcare 11.26%
4 Consumer Discretionary 8.56%
5 Industrials 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
751
$11.8K ﹤0.01%
127
752
$11.8K ﹤0.01%
1,300
753
$11.7K ﹤0.01%
100
754
$11.5K ﹤0.01%
769
755
$11.5K ﹤0.01%
336
756
$11.2K ﹤0.01%
579
757
$11K ﹤0.01%
+239
758
$10.7K ﹤0.01%
84
759
$10.4K ﹤0.01%
200
-480
760
$10.3K ﹤0.01%
431
+218
761
$10.3K ﹤0.01%
404
762
$10.3K ﹤0.01%
276
763
$10.1K ﹤0.01%
100
764
$10K ﹤0.01%
21
765
$10K ﹤0.01%
100
766
$9.87K ﹤0.01%
355
767
$9.86K ﹤0.01%
201
768
$9.76K ﹤0.01%
50
769
$9.71K ﹤0.01%
46
+25
770
$9.67K ﹤0.01%
110
+40
771
$9.65K ﹤0.01%
382
772
$9.56K ﹤0.01%
+88
773
$9.56K ﹤0.01%
140
774
$9.46K ﹤0.01%
231
775
$9.39K ﹤0.01%
73