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
801
$7.1K ﹤0.01%
275
802
$7.08K ﹤0.01%
49
-2
803
$6.98K ﹤0.01%
133
804
$6.8K ﹤0.01%
129
-9
805
$6.78K ﹤0.01%
145
806
$6.76K ﹤0.01%
322
807
$6.76K ﹤0.01%
506
808
$6.62K ﹤0.01%
127
-9
809
$6.55K ﹤0.01%
73
810
$6.5K ﹤0.01%
200
811
$6.47K ﹤0.01%
71
812
$6.4K ﹤0.01%
35
-22
813
$6.37K ﹤0.01%
+106
814
$6.34K ﹤0.01%
469
815
$6.23K ﹤0.01%
30
-2
816
$6.22K ﹤0.01%
293
817
$6.11K ﹤0.01%
40
818
$6.02K ﹤0.01%
150
819
$5.95K ﹤0.01%
266
820
$5.95K ﹤0.01%
344
821
$5.94K ﹤0.01%
75
-5
822
$5.92K ﹤0.01%
200
823
$5.79K ﹤0.01%
705
824
$5.78K ﹤0.01%
338
825
$5.78K ﹤0.01%
3
31 32
33
34 35