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
$2B
AUM Growth
-$55.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,108
New
Increased
Reduced
Closed

Top Buys

1
+$4.63M
2
+$4.18M
3
+$2.04M
4
VHT icon
Vanguard Health Care ETF
VHT
+$2.02M
5
NVDA icon
NVIDIA
NVDA
+$1.82M

Top Sells

1
+$5.5M
2
+$1.83M
3
+$1.42M
4
STZ icon
Constellation Brands
STZ
+$1.37M
5
CVS icon
CVS Health
CVS
+$1.34M

Sector Composition

1 Technology 23.13%
2 Financials 14.78%
3 Healthcare 11.26%
4 Consumer Discretionary 8.56%
5 Industrials 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$5.76K ﹤0.01%
289
827
$5.72K ﹤0.01%
58
828
$5.69K ﹤0.01%
+306
829
$5.68K ﹤0.01%
+1,300
830
$5.65K ﹤0.01%
420
831
$5.63K ﹤0.01%
100
-34
832
$5.56K ﹤0.01%
13
833
$5.54K ﹤0.01%
383
834
$5.5K ﹤0.01%
212
835
$5.43K ﹤0.01%
+205
836
$5.43K ﹤0.01%
79
837
$5.29K ﹤0.01%
21
-283
838
$5.23K ﹤0.01%
109
-1,007
839
$5.05K ﹤0.01%
200
840
$5.03K ﹤0.01%
160
841
$5.02K ﹤0.01%
160
-15
842
$5K ﹤0.01%
50
843
$4.97K ﹤0.01%
+62
844
$4.92K ﹤0.01%
+25
845
$4.89K ﹤0.01%
63
846
$4.86K ﹤0.01%
81
847
$4.85K ﹤0.01%
134
848
$4.83K ﹤0.01%
55
849
$4.73K ﹤0.01%
32
850
$4.68K ﹤0.01%
409
-30
32 33
34
35 36