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
$2B
AUM Growth
+$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,123
New
Increased
Reduced
Closed

Top Buys

1
+$4.72M
2
+$2.39M
3
+$2.3M
4
MSFT icon
Microsoft
MSFT
+$2M
5
AMZN icon
Amazon
AMZN
+$1.25M

Top Sells

1
+$5.11M
2
+$1.55M
3
+$1.18M
4
MA icon
Mastercard
MA
+$1.05M
5
SBUX icon
Starbucks
SBUX
+$605K

Sector Composition

1 Technology 24.39%
2 Financials 13.18%
3 Healthcare 12.44%
4 Consumer Discretionary 9.15%
5 Industrials 8.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$7.5K ﹤0.01%
225
777
$7.47K ﹤0.01%
100
778
$7.33K ﹤0.01%
1,000
779
$7.17K ﹤0.01%
800
780
$7.07K ﹤0.01%
+266
781
$7.02K ﹤0.01%
506
-100
782
$7K ﹤0.01%
450
783
$6.93K ﹤0.01%
+95
784
$6.89K ﹤0.01%
338
+163
785
$6.83K ﹤0.01%
30
786
$6.82K ﹤0.01%
66
787
$6.81K ﹤0.01%
+133
788
$6.79K ﹤0.01%
+55
789
$6.76K ﹤0.01%
+135
790
$6.75K ﹤0.01%
194
791
$6.58K ﹤0.01%
182
+25
792
$6.55K ﹤0.01%
200
793
$6.46K ﹤0.01%
150
794
$6.45K ﹤0.01%
+145
795
$6.41K ﹤0.01%
107
+87
796
$6.3K ﹤0.01%
+58
797
$6.27K ﹤0.01%
+212
798
$6.27K ﹤0.01%
+40
799
$6.11K ﹤0.01%
13
-42
800
$6.07K ﹤0.01%
+106
30 31
32
33 34