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
801
$2K ﹤0.01%
+200
802
$1.95K ﹤0.01%
120
-1,000
803
$1.94K ﹤0.01%
+35
804
$1.93K ﹤0.01%
+5
805
$1.68K ﹤0.01%
+1
806
$1.68K ﹤0.01%
+45
807
$1.67K ﹤0.01%
+34
808
$1.58K ﹤0.01%
100
809
$1.53K ﹤0.01%
40
810
$1.51K ﹤0.01%
400
-462
811
$1.44K ﹤0.01%
+7
812
$1.43K ﹤0.01%
75
813
$1.41K ﹤0.01%
19
814
$1.41K ﹤0.01%
+22
815
$1.4K ﹤0.01%
+100
816
$1.38K ﹤0.01%
+600
817
$1.33K ﹤0.01%
200
818
$1.32K ﹤0.01%
190
819
$1.31K ﹤0.01%
+33
820
$1.28K ﹤0.01%
200
821
$1.25K ﹤0.01%
+9
822
$1.16K ﹤0.01%
1,000
823
$1.15K ﹤0.01%
+25
824
$1.15K ﹤0.01%
73
825
$1.1K ﹤0.01%
38
31 32
33
34 35