TCOV

Trust Company of Vermont Portfolio holdings

AUM $2.4B
1-Year Est. Return 18.75%
This Quarter Est. Return
1 Year Est. Return
+18.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.12B
AUM Growth
+$56.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,134
New
Increased
Reduced
Closed

Top Buys

1
+$5.18M
2
+$1.73M
3
+$1.38M
4
MSFT icon
Microsoft
MSFT
+$893K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$884K

Top Sells

1
+$1.92M
2
+$606K
3
+$508K
4
WFC icon
Wells Fargo
WFC
+$412K
5
PCG icon
PG&E
PCG
+$369K

Sector Composition

1 Financials 12.93%
2 Healthcare 12.76%
3 Technology 12.08%
4 Industrials 11.41%
5 Consumer Staples 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$8K ﹤0.01%
500
827
$7K ﹤0.01%
150
828
$7K ﹤0.01%
389
-11
829
$7K ﹤0.01%
+53
830
$7K ﹤0.01%
518
831
$7K ﹤0.01%
73
832
$7K ﹤0.01%
343
+168
833
$7K ﹤0.01%
+188
834
$7K ﹤0.01%
105
835
$7K ﹤0.01%
+218
836
$7K ﹤0.01%
104
837
$7K ﹤0.01%
+90
838
$7K ﹤0.01%
+184
839
$7K ﹤0.01%
+136
840
$7K ﹤0.01%
77
-11
841
$7K ﹤0.01%
+124
842
$7K ﹤0.01%
+68
843
$7K ﹤0.01%
+120
844
$6K ﹤0.01%
200
845
$6K ﹤0.01%
+1,043
846
$6K ﹤0.01%
1,000
847
$6K ﹤0.01%
200
848
$6K ﹤0.01%
+75
849
$6K ﹤0.01%
+220
850
$6K ﹤0.01%
+432
32 33
34
35 36