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
$2.06B
AUM Growth
+$63.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,145
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$8.76M
3
+$4.62M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.16M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.94M

Top Sells

1
+$2.24M
2
+$2.01M
3
+$1.84M
4
BDX icon
Becton Dickinson
BDX
+$1.61M
5
MSM icon
MSC Industrial Direct
MSM
+$1.58M

Sector Composition

1 Technology 25.01%
2 Financials 13.72%
3 Healthcare 10.59%
4 Consumer Discretionary 9.17%
5 Industrials 8.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$6.21K ﹤0.01%
25
827
$6.21K ﹤0.01%
420
828
$6.03K ﹤0.01%
200
829
$5.99K ﹤0.01%
506
830
$5.97K ﹤0.01%
32
831
$5.93K ﹤0.01%
160
832
$5.92K ﹤0.01%
1,320
833
$5.86K ﹤0.01%
150
834
$5.83K ﹤0.01%
3
835
$5.82K ﹤0.01%
705
836
$5.82K ﹤0.01%
71
837
$5.81K ﹤0.01%
293
838
$5.76K ﹤0.01%
212
839
$5.73K ﹤0.01%
30
840
$5.73K ﹤0.01%
50
841
$5.73K ﹤0.01%
80
842
$5.68K ﹤0.01%
40
843
$5.64K ﹤0.01%
344
844
$5.54K ﹤0.01%
322
845
$5.52K ﹤0.01%
13
846
$5.51K ﹤0.01%
+335
847
$5.5K ﹤0.01%
383
848
$5.46K ﹤0.01%
175
849
$5.46K ﹤0.01%
32
850
$5.33K ﹤0.01%
214
32 33
34
35 36