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
$1.08B
AUM Growth
+$71.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,047
New
Increased
Reduced
Closed

Top Buys

1
+$1.53M
2
+$1.2M
3
+$1.03M
4
SPYX icon
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
+$927K
5
SBUX icon
Starbucks
SBUX
+$779K

Top Sells

1
+$1.82M
2
+$758K
3
+$716K
4
NOV icon
NOV
NOV
+$460K
5
VZ icon
Verizon
VZ
+$455K

Sector Composition

1 Healthcare 13.05%
2 Financials 13.04%
3 Industrials 12.61%
4 Technology 11.14%
5 Consumer Staples 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$4K ﹤0.01%
350
802
$4K ﹤0.01%
+305
803
$4K ﹤0.01%
+200
804
$4K ﹤0.01%
200
805
$4K ﹤0.01%
56
806
$4K ﹤0.01%
+930
807
$4K ﹤0.01%
170
808
$4K ﹤0.01%
100
809
$4K ﹤0.01%
40
810
$4K ﹤0.01%
+244
811
$4K ﹤0.01%
90
812
$4K ﹤0.01%
127
813
$4K ﹤0.01%
30
814
$4K ﹤0.01%
35
815
$4K ﹤0.01%
+110
816
$4K ﹤0.01%
23
817
$4K ﹤0.01%
250
818
$4K ﹤0.01%
+201
819
$4K ﹤0.01%
+173
820
$4K ﹤0.01%
30
821
$4K ﹤0.01%
438
822
$4K ﹤0.01%
208
-422
823
$4K ﹤0.01%
136
824
$4K ﹤0.01%
+200
825
$4K ﹤0.01%
1,000
31 32
33
34 35