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
801
$7.43K ﹤0.01%
100
802
$7.43K ﹤0.01%
145
803
$7.37K ﹤0.01%
797
804
$7.28K ﹤0.01%
133
805
$7.26K ﹤0.01%
347
806
$7.21K ﹤0.01%
119
-5
807
$7.21K ﹤0.01%
+85
808
$7.06K ﹤0.01%
44
809
$6.99K ﹤0.01%
73
810
$6.89K ﹤0.01%
185
811
$6.71K ﹤0.01%
266
812
$6.7K ﹤0.01%
200
813
$6.57K ﹤0.01%
459
814
$6.56K ﹤0.01%
95
815
$6.56K ﹤0.01%
135
816
$6.51K ﹤0.01%
168
817
$6.46K ﹤0.01%
58
818
$6.46K ﹤0.01%
200
819
$6.42K ﹤0.01%
136
820
$6.38K ﹤0.01%
55
821
$6.38K ﹤0.01%
338
822
$6.33K ﹤0.01%
70
-352
823
$6.32K ﹤0.01%
200
824
$6.31K ﹤0.01%
138
825
$6.24K ﹤0.01%
150
-300
31 32
33
34 35