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
$1.84B
AUM Growth
+$44.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
950
New
Increased
Reduced
Closed

Top Buys

1
+$4.25M
2
+$2.58M
3
+$1.85M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.47M
5
NEE icon
NextEra Energy
NEE
+$1.37M

Top Sells

1
+$2.67M
2
+$1.77M
3
+$855K
4
CVS icon
CVS Health
CVS
+$800K
5
AMT icon
American Tower
AMT
+$677K

Sector Composition

1 Technology 25.42%
2 Financials 12.67%
3 Healthcare 12.5%
4 Consumer Discretionary 9.02%
5 Industrials 8.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$3.24K ﹤0.01%
52
777
$3.24K ﹤0.01%
+275
778
$3.14K ﹤0.01%
12
779
$2.98K ﹤0.01%
45
780
$2.98K ﹤0.01%
80
781
$2.98K ﹤0.01%
131
782
$2.96K ﹤0.01%
328
783
$2.88K ﹤0.01%
+41
784
$2.75K ﹤0.01%
+13
785
$2.69K ﹤0.01%
13
786
$2.62K ﹤0.01%
295
-250
787
$2.54K ﹤0.01%
+600
788
$2.42K ﹤0.01%
1,040
+1,000
789
$2.41K ﹤0.01%
18
790
$2.39K ﹤0.01%
+600
791
$2.37K ﹤0.01%
19
792
$2.34K ﹤0.01%
33
793
$2.29K ﹤0.01%
+100
794
$2.28K ﹤0.01%
+15
795
$2.24K ﹤0.01%
21
796
$2.19K ﹤0.01%
+136
797
$2.15K ﹤0.01%
7
798
$2.15K ﹤0.01%
22
799
$2.14K ﹤0.01%
57
-3,812
800
$2.03K ﹤0.01%
+19
30 31
32
33 34