TCOV

Trust Company of Vermont Portfolio holdings

AUM $2.4B
1-Year Est. Return 18.75%
This Quarter Est. Return
1 Year Est. Return
+18.75%
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%
182
-139
777
$5K ﹤0.01%
363
778
$5K ﹤0.01%
174
-153
779
$5K ﹤0.01%
125
780
$5K ﹤0.01%
862
781
$5K ﹤0.01%
243
-123
782
$5K ﹤0.01%
388
783
$5K ﹤0.01%
294
-74
784
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136
-105
785
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46
786
$5K ﹤0.01%
48
-40
787
$5K ﹤0.01%
560
-4,500
788
$5K ﹤0.01%
128
-113
789
$5K ﹤0.01%
255
790
$5K ﹤0.01%
875
791
$5K ﹤0.01%
+127
792
$5K ﹤0.01%
200
-145
793
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54
-49
794
$5K ﹤0.01%
48
-26
795
$5K ﹤0.01%
125
796
$5K ﹤0.01%
1,000
797
$5K ﹤0.01%
340
-300
798
$4K ﹤0.01%
150
799
$4K ﹤0.01%
350
800
$4K ﹤0.01%
17
30 31
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33 34