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
$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%
36
-32
827
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24
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828
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829
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136
-365
830
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64
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831
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200
832
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-282
833
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834
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835
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836
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837
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215
838
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64
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839
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224
-165
840
$3K ﹤0.01%
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841
$3K ﹤0.01%
40
842
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843
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844
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845
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46
-46
846
$3K ﹤0.01%
66
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847
$3K ﹤0.01%
69
-69
848
$3K ﹤0.01%
172
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849
$3K ﹤0.01%
22
850
$3K ﹤0.01%
173
32 33
34
35 36