We are live on ! Find out more
TCOV

Trust Company of Vermont Portfolio holdings

AUM $2.4B
1-Year Est. Return 18.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.53B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
926
New
Increased
Reduced
Closed

Top Buys

1
+$1.59M
2
+$1.48M
3
+$1.47M
4
CVX icon
Chevron
CVX
+$1.38M
5
NEE icon
NextEra Energy
NEE
+$1.36M

Top Sells

1
+$2.23M
2
+$2.18M
3
+$1.35M
4
D icon
Dominion Energy
D
+$1.14M
5
DLR icon
Digital Realty Trust
DLR
+$1.01M

Sector Composition

1 Technology 22.54%
2 Healthcare 13.75%
3 Financials 12.91%
4 Consumer Discretionary 9.61%
5 Consumer Staples 9.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
– –
-61
827
– –
-107
828
– –
-2,940
829
– –
-160
830
– –
-302
831
– –
-1,320
832
– –
-50
833
– –
-134
834
– –
-3,480
835
– –
-260
836
– –
-86
837
– –
-455
838
– –
-55
839
– –
-300
840
– –
-121
841
– –
-104
842
– –
-82
843
– –
-46
844
– –
-400
845
– –
-120
846
– –
-47
847
– –
-85
848
– –
-3
849
– –
-70
850
– –
-194
32 33
34
35 36