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
-$55.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,108
New
Increased
Reduced
Closed

Top Buys

1
+$4.63M
2
+$4.18M
3
+$2.04M
4
VHT icon
Vanguard Health Care ETF
VHT
+$2.02M
5
NVDA icon
NVIDIA
NVDA
+$1.82M

Top Sells

1
+$5.5M
2
+$1.83M
3
+$1.42M
4
STZ icon
Constellation Brands
STZ
+$1.37M
5
CVS icon
CVS Health
CVS
+$1.34M

Sector Composition

1 Technology 23.13%
2 Financials 14.78%
3 Healthcare 11.26%
4 Consumer Discretionary 8.56%
5 Industrials 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$9.23K ﹤0.01%
31
777
$9.19K ﹤0.01%
+87
778
$9.13K ﹤0.01%
1,733
+413
779
$9.12K ﹤0.01%
136
780
$9.06K ﹤0.01%
+250
781
$8.86K ﹤0.01%
33
782
$8.65K ﹤0.01%
150
783
$8.64K ﹤0.01%
25
784
$8.61K ﹤0.01%
62
+28
785
$8.56K ﹤0.01%
107
+37
786
$8.45K ﹤0.01%
168
787
$8.31K ﹤0.01%
142
-10
788
$8.3K ﹤0.01%
69
789
$8.18K ﹤0.01%
1,274
790
$8.17K ﹤0.01%
347
791
$8.17K ﹤0.01%
55
+29
792
$8.04K ﹤0.01%
1,000
793
$8K ﹤0.01%
182
794
$7.7K ﹤0.01%
185
795
$7.66K ﹤0.01%
98
796
$7.25K ﹤0.01%
95
797
$7.22K ﹤0.01%
119
798
$7.22K ﹤0.01%
41
-3
799
$7.21K ﹤0.01%
40
800
$7.13K ﹤0.01%
126
-9
30 31
32
33 34