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
876
$1K ﹤0.01%
+12
877
$1K ﹤0.01%
50
878
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+11
879
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+22
880
$1K ﹤0.01%
30
881
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54
882
$1K ﹤0.01%
15
883
$1K ﹤0.01%
+21
884
$1K ﹤0.01%
+12
885
$1K ﹤0.01%
+57
886
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36
887
$1K ﹤0.01%
88
-100
888
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+6
889
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88
890
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20
891
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+13
892
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10
893
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40
894
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895
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10
896
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50
897
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+10
898
$1K ﹤0.01%
5
899
$1K ﹤0.01%
35
-200
900
$1K ﹤0.01%
60
34 35
36
37 38