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
801
$6.04K ﹤0.01%
+73
802
$6.04K ﹤0.01%
+80
803
$6.01K ﹤0.01%
+293
804
$5.93K ﹤0.01%
+420
805
$5.92K ﹤0.01%
70
806
$5.9K ﹤0.01%
71
807
$5.86K ﹤0.01%
200
808
$5.82K ﹤0.01%
340
-189
809
$5.78K ﹤0.01%
322
810
$5.76K ﹤0.01%
+261
811
$5.74K ﹤0.01%
38
812
$5.72K ﹤0.01%
+136
813
$5.71K ﹤0.01%
+135
814
$5.71K ﹤0.01%
79
815
$5.69K ﹤0.01%
+81
816
$5.59K ﹤0.01%
190
-1,009
817
$5.51K ﹤0.01%
32
+11
818
$5.51K ﹤0.01%
383
819
$5.48K ﹤0.01%
160
820
$5.48K ﹤0.01%
50
821
$5.39K ﹤0.01%
+705
822
$5.38K ﹤0.01%
179
823
$5.36K ﹤0.01%
553
824
$5.36K ﹤0.01%
175
825
$5.35K ﹤0.01%
+138
31 32
33
34 35