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
$1.26B
AUM Growth
-$44.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,060
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$3.57M
3
+$1.79M
4
MSFT icon
Microsoft
MSFT
+$1.26M
5
JPM icon
JPMorgan Chase
JPM
+$1.25M

Top Sells

1
+$1.88M
2
+$1.51M
3
+$939K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$607K
5
NVDA icon
NVIDIA
NVDA
+$537K

Sector Composition

1 Technology 18.94%
2 Healthcare 14.93%
3 Financials 12.99%
4 Consumer Discretionary 9.42%
5 Consumer Staples 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$4K ﹤0.01%
38
-19
827
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55
828
$4K ﹤0.01%
+252
829
$4K ﹤0.01%
179
830
$4K ﹤0.01%
+74
831
$4K ﹤0.01%
+70
832
$4K ﹤0.01%
265
-500
833
$4K ﹤0.01%
200
834
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206
835
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82
836
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+36
837
$4K ﹤0.01%
85
838
$4K ﹤0.01%
+49
839
$4K ﹤0.01%
+128
840
$4K ﹤0.01%
61
-5
841
$4K ﹤0.01%
+14
842
$4K ﹤0.01%
+99
843
$4K ﹤0.01%
170
+107
844
$4K ﹤0.01%
34
845
$4K ﹤0.01%
+17
846
$3K ﹤0.01%
+50
847
$3K ﹤0.01%
+36
848
$3K ﹤0.01%
100
849
$3K ﹤0.01%
300
850
$3K ﹤0.01%
76
+36
32 33
34
35 36