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
$1.12B
AUM Growth
+$56.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,134
New
Increased
Reduced
Closed

Top Buys

1
+$5.18M
2
+$1.73M
3
+$1.38M
4
MSFT icon
Microsoft
MSFT
+$893K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$884K

Top Sells

1
+$1.92M
2
+$606K
3
+$508K
4
WFC icon
Wells Fargo
WFC
+$412K
5
PCG icon
PG&E
PCG
+$369K

Sector Composition

1 Financials 12.93%
2 Healthcare 12.76%
3 Technology 12.08%
4 Industrials 11.41%
5 Consumer Staples 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$6K ﹤0.01%
+432
852
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+80
853
$6K ﹤0.01%
+184
854
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114
-101
855
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+234
856
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+100
857
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+90
858
$6K ﹤0.01%
113
+31
859
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300
860
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121
-859
861
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+129
862
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863
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236
864
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134
865
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+357
866
$6K ﹤0.01%
333
867
$6K ﹤0.01%
388
868
$6K ﹤0.01%
+92
869
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+50
870
$6K ﹤0.01%
+108
871
$6K ﹤0.01%
200
872
$6K ﹤0.01%
+510
873
$6K ﹤0.01%
255
874
$6K ﹤0.01%
125
875
$5K ﹤0.01%
+150
33 34
35
36 37