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
851
$5.31K ﹤0.01%
70
852
$5.28K ﹤0.01%
34
853
$5.2K ﹤0.01%
289
-51
854
$5.2K ﹤0.01%
63
855
$5.16K ﹤0.01%
241
856
$5.14K ﹤0.01%
+193
857
$5.07K ﹤0.01%
553
858
$5.03K ﹤0.01%
+22
859
$5.02K ﹤0.01%
134
860
$4.96K ﹤0.01%
81
861
$4.81K ﹤0.01%
23
862
$4.75K ﹤0.01%
439
863
$4.74K ﹤0.01%
200
864
$4.65K ﹤0.01%
+100
865
$4.65K ﹤0.01%
79
866
$4.64K ﹤0.01%
18
-53
867
$4.63K ﹤0.01%
80
868
$4.55K ﹤0.01%
213
869
$4.54K ﹤0.01%
78
870
$4.52K ﹤0.01%
179
871
$4.44K ﹤0.01%
207
872
$4.42K ﹤0.01%
270
873
$4.42K ﹤0.01%
79
874
$4.38K ﹤0.01%
13
875
$4.36K ﹤0.01%
1,000
-2,000
33 34
35
36 37