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
$1.53B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
926
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$1.65M
3
+$1.47M
4
UNH icon
UnitedHealth
UNH
+$1.45M
5
CVX icon
Chevron
CVX
+$1.36M

Top Sells

1
+$2.36M
2
+$1.92M
3
+$1.34M
4
DLR icon
Digital Realty Trust
DLR
+$1.16M
5
D icon
Dominion Energy
D
+$1.09M

Sector Composition

1 Technology 22.54%
2 Healthcare 13.75%
3 Financials 12.91%
4 Consumer Discretionary 9.61%
5 Consumer Staples 9.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$416 ﹤0.01%
40
777
$371 ﹤0.01%
50
778
$261 ﹤0.01%
1
779
$237 ﹤0.01%
20
780
$190 ﹤0.01%
+13
781
$171 ﹤0.01%
26
782
$160 ﹤0.01%
1
783
$150 ﹤0.01%
+3
784
$116 ﹤0.01%
2
785
$115 ﹤0.01%
2
786
$112 ﹤0.01%
1
787
$98 ﹤0.01%
2
-40
788
$95 ﹤0.01%
2
789
$88 ﹤0.01%
10
790
$87 ﹤0.01%
5
791
$86 ﹤0.01%
2
792
$79 ﹤0.01%
+10
793
$79 ﹤0.01%
12
794
$78 ﹤0.01%
4
795
$73 ﹤0.01%
204
796
$72 ﹤0.01%
6
797
$69 ﹤0.01%
3
798
$64 ﹤0.01%
44
799
$59 ﹤0.01%
1
800
$52 ﹤0.01%
23
30 31
32
33 34