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
$1.03B
AUM Growth
-$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,129
New
Increased
Reduced
Closed

Top Buys

1
+$1.72M
2
+$1.11M
3
+$1.04M
4
PAG icon
Penske Automotive Group
PAG
+$913K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$611K

Top Sells

1
+$1.8M
2
+$1.69M
3
+$1.66M
4
PM icon
Philip Morris
PM
+$1.34M
5
META icon
Meta Platforms (Facebook)
META
+$1.18M

Sector Composition

1 Healthcare 14.32%
2 Financials 13.08%
3 Technology 12.05%
4 Industrials 11.18%
5 Consumer Staples 9.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$5K ﹤0.01%
212
-384
777
$5K ﹤0.01%
182
-139
778
$5K ﹤0.01%
363
779
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174
-153
780
$5K ﹤0.01%
125
781
$5K ﹤0.01%
862
782
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243
-123
783
$5K ﹤0.01%
388
784
$5K ﹤0.01%
294
-74
785
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136
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786
$5K ﹤0.01%
46
787
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48
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788
$5K ﹤0.01%
560
-4,500
789
$5K ﹤0.01%
128
-113
790
$5K ﹤0.01%
255
791
$5K ﹤0.01%
875
792
$5K ﹤0.01%
+127
793
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200
-145
794
$5K ﹤0.01%
54
-49
795
$5K ﹤0.01%
48
-26
796
$5K ﹤0.01%
125
797
$5K ﹤0.01%
1,000
798
$4K ﹤0.01%
48
-42
799
$4K ﹤0.01%
200
800
$4K ﹤0.01%
127
-227
30 31
32
33 34