TCOV
Trust Company of Vermont Portfolio holdings
AUM
$2.12B
This Quarter Return
-2.99%
1 Year Return
+16.19%
3 Year Return
+64.62%
5 Year Return
+115.21%
10 Year Return
+268.81%
AUM
$1.48B
AUM Growth
+$1.48B
(-3.5%)
Cap. Flow
+$4.7M
Cap. Flow
% of AUM
0.32%
Top 10 Holdings %
Top 10 Hldgs %
28.18%
Holding
884
New
53
Increased
144
Reduced
253
Closed
68
Top Buys
| 1 |
UnitedHealth
UNH
|
$2.2M |
| 2 |
Microsoft
MSFT
|
$1.88M |
| 3 |
Palo Alto Networks
PANW
|
$1.79M |
| 4 |
Autodesk
ADSK
|
$1.74M |
| 5 |
TSMC
TSM
|
$1.56M |
Top Sells
| 1 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
$2.16M |
| 2 |
Verizon
VZ
|
$2.13M |
| 3 |
Intel
INTC
|
$1.87M |
| 4 |
Enbridge
ENB
|
$1.66M |
| 5 |
eBay
EBAY
|
$1.57M |
Sector Composition
| 1 | Technology | 22.47% |
| 2 | Healthcare | 14.1% |
| 3 | Financials | 12.92% |
| 4 | Consumer Discretionary | 9.52% |
| 5 | Consumer Staples | 9.11% |