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
$1.03B
AUM Growth
-$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,129
New
Increased
Reduced
Closed

Top Buys

1
+$1.72M
2
+$1.11M
3
+$1.04M
4
PAG icon
Penske Automotive Group
PAG
+$913K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$611K

Top Sells

1
+$1.8M
2
+$1.69M
3
+$1.66M
4
PM icon
Philip Morris
PM
+$1.34M
5
META icon
Meta Platforms (Facebook)
META
+$1.18M

Sector Composition

1 Healthcare 14.32%
2 Financials 13.08%
3 Technology 12.05%
4 Industrials 11.18%
5 Consumer Staples 9.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$3K ﹤0.01%
136
-365
827
$3K ﹤0.01%
64
-50
828
$3K ﹤0.01%
200
829
$3K ﹤0.01%
282
-282
830
$3K ﹤0.01%
56
-44
831
$3K ﹤0.01%
112
-106
832
$3K ﹤0.01%
45
-45
833
$3K ﹤0.01%
66
834
$3K ﹤0.01%
215
835
$3K ﹤0.01%
64
-57
836
$3K ﹤0.01%
170
837
$3K ﹤0.01%
40
838
$3K ﹤0.01%
500
839
$3K ﹤0.01%
28
-25
840
$3K ﹤0.01%
168
841
$3K ﹤0.01%
46
-46
842
$3K ﹤0.01%
66
-62
843
$3K ﹤0.01%
500
844
$3K ﹤0.01%
47
-47
845
$3K ﹤0.01%
42
-107
846
$3K ﹤0.01%
116
-102
847
$3K ﹤0.01%
36
-32
848
$3K ﹤0.01%
24
-66
849
$3K ﹤0.01%
224
-165
850
$3K ﹤0.01%
69
-69
32 33
34
35 36