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
851
$4.67K ﹤0.01%
797
852
$4.66K ﹤0.01%
80
853
$4.65K ﹤0.01%
400
854
$4.64K ﹤0.01%
553
855
$4.62K ﹤0.01%
397
-355
856
$4.47K ﹤0.01%
400
857
$4.45K ﹤0.01%
241
858
$4.41K ﹤0.01%
365
859
$4.4K ﹤0.01%
+53
860
$4.4K ﹤0.01%
+68
861
$4.39K ﹤0.01%
39
862
$4.37K ﹤0.01%
179
863
$4.36K ﹤0.01%
+100
864
$4.32K ﹤0.01%
15
865
$4.31K ﹤0.01%
25
866
$4.28K ﹤0.01%
13
867
$4.25K ﹤0.01%
150
868
$4.25K ﹤0.01%
50
869
$4.24K ﹤0.01%
20
-126
870
$4.2K ﹤0.01%
18
871
$4.18K ﹤0.01%
693
872
$4.13K ﹤0.01%
82
873
$4.12K ﹤0.01%
+23
874
$4.12K ﹤0.01%
13
875
$4.06K ﹤0.01%
114
33 34
35
36 37