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
$1.12B
AUM Growth
+$56.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,134
New
Increased
Reduced
Closed

Top Buys

1
+$5.18M
2
+$1.73M
3
+$1.38M
4
MSFT icon
Microsoft
MSFT
+$893K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$884K

Top Sells

1
+$1.92M
2
+$606K
3
+$508K
4
WFC icon
Wells Fargo
WFC
+$412K
5
PCG icon
PG&E
PCG
+$369K

Sector Composition

1 Financials 12.93%
2 Healthcare 12.76%
3 Technology 12.08%
4 Industrials 11.41%
5 Consumer Staples 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$10K ﹤0.01%
165
-59
777
$10K ﹤0.01%
183
778
$10K ﹤0.01%
125
779
$10K ﹤0.01%
+86
780
$10K ﹤0.01%
327
+273
781
$10K ﹤0.01%
150
782
$10K ﹤0.01%
+139
783
$10K ﹤0.01%
200
784
$10K ﹤0.01%
345
+145
785
$9K ﹤0.01%
+640
786
$9K ﹤0.01%
900
787
$9K ﹤0.01%
+241
788
$9K ﹤0.01%
+112
789
$9K ﹤0.01%
480
790
$9K ﹤0.01%
+242
791
$9K ﹤0.01%
206
+99
792
$9K ﹤0.01%
+76
793
$9K ﹤0.01%
+265
794
$9K ﹤0.01%
+179
795
$9K ﹤0.01%
+297
796
$9K ﹤0.01%
+298
797
$9K ﹤0.01%
+366
798
$9K ﹤0.01%
1,000
799
$9K ﹤0.01%
60
+30
800
$9K ﹤0.01%
+112
30 31
32
33 34