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
$1.08B
AUM Growth
+$71.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,047
New
Increased
Reduced
Closed

Top Buys

1
+$1.53M
2
+$1.2M
3
+$1.03M
4
SPYX icon
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
+$927K
5
SBUX icon
Starbucks
SBUX
+$779K

Top Sells

1
+$1.82M
2
+$758K
3
+$716K
4
NOV icon
NOV
NOV
+$460K
5
VZ icon
Verizon
VZ
+$455K

Sector Composition

1 Healthcare 13.05%
2 Financials 13.04%
3 Industrials 12.61%
4 Technology 11.14%
5 Consumer Staples 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$2K ﹤0.01%
83
852
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10
853
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25
854
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42
855
$2K ﹤0.01%
47
856
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50
857
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44
858
$2K ﹤0.01%
50
-126
859
$2K ﹤0.01%
+29
860
$2K ﹤0.01%
1
861
$2K ﹤0.01%
175
-1,000
862
$2K ﹤0.01%
30
863
$2K ﹤0.01%
42
864
$2K ﹤0.01%
75
865
$2K ﹤0.01%
+200
866
$2K ﹤0.01%
700
867
$2K ﹤0.01%
164
868
$2K ﹤0.01%
+200
869
$1K ﹤0.01%
18
+8
870
$1K ﹤0.01%
29
-1,132
871
$1K ﹤0.01%
+17
872
$1K ﹤0.01%
47
873
$1K ﹤0.01%
+17
874
$1K ﹤0.01%
+8
875
$1K ﹤0.01%
+12
33 34
35
36 37