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
$1.84B
AUM Growth
+$44.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
950
New
Increased
Reduced
Closed

Top Buys

1
+$4.25M
2
+$2.58M
3
+$1.85M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.47M
5
NEE icon
NextEra Energy
NEE
+$1.37M

Top Sells

1
+$2.67M
2
+$1.77M
3
+$855K
4
CVS icon
CVS Health
CVS
+$800K
5
AMT icon
American Tower
AMT
+$677K

Sector Composition

1 Technology 25.42%
2 Financials 12.67%
3 Healthcare 12.5%
4 Consumer Discretionary 9.02%
5 Industrials 8.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$1.08K ﹤0.01%
+7
827
$1.02K ﹤0.01%
+20
828
$1.01K ﹤0.01%
300
829
$981 ﹤0.01%
+83
830
$978 ﹤0.01%
100
831
$971 ﹤0.01%
23
832
$881 ﹤0.01%
+8
833
$876 ﹤0.01%
33
834
$834 ﹤0.01%
5
835
$818 ﹤0.01%
+200
836
$754 ﹤0.01%
+38
837
$750 ﹤0.01%
+7
838
$730 ﹤0.01%
148
839
$701 ﹤0.01%
8
840
$691 ﹤0.01%
28
841
$685 ﹤0.01%
+16
842
$676 ﹤0.01%
+5
843
$666 ﹤0.01%
300
844
$666 ﹤0.01%
41
845
$657 ﹤0.01%
36
846
$647 ﹤0.01%
+6
847
$647 ﹤0.01%
1
-8
848
$625 ﹤0.01%
+50
849
$607 ﹤0.01%
14
850
$581 ﹤0.01%
35
+15
32 33
34
35 36