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
$2.06B
AUM Growth
+$63.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,145
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$8.76M
3
+$4.62M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.16M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.94M

Top Sells

1
+$2.24M
2
+$2.01M
3
+$1.84M
4
BDX icon
Becton Dickinson
BDX
+$1.61M
5
MSM icon
MSC Industrial Direct
MSM
+$1.58M

Sector Composition

1 Technology 25.01%
2 Financials 13.72%
3 Healthcare 10.59%
4 Consumer Discretionary 9.17%
5 Industrials 8.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$9.09K ﹤0.01%
43
777
$9.03K ﹤0.01%
276
778
$8.98K ﹤0.01%
1,000
779
$8.98K ﹤0.01%
73
780
$8.93K ﹤0.01%
382
781
$8.91K ﹤0.01%
100
-400
782
$8.76K ﹤0.01%
+546
783
$8.58K ﹤0.01%
50
-96
784
$8.57K ﹤0.01%
365
785
$8.54K ﹤0.01%
31
-35
786
$8.38K ﹤0.01%
20
-43
787
$8.36K ﹤0.01%
98
788
$8.18K ﹤0.01%
71
+35
789
$8.13K ﹤0.01%
150
790
$8.13K ﹤0.01%
33
791
$8.11K ﹤0.01%
166
-400
792
$7.99K ﹤0.01%
152
793
$7.93K ﹤0.01%
469
-247
794
$7.89K ﹤0.01%
40
795
$7.87K ﹤0.01%
+134
796
$7.81K ﹤0.01%
275
797
$7.64K ﹤0.01%
69
798
$7.5K ﹤0.01%
25
799
$7.47K ﹤0.01%
182
800
$7.46K ﹤0.01%
51
-62
30 31
32
33 34