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
876
$5K ﹤0.01%
+78
877
$5K ﹤0.01%
+118
878
$5K ﹤0.01%
+115
879
$5K ﹤0.01%
+218
880
$5K ﹤0.01%
+40
881
$5K ﹤0.01%
80
882
$5K ﹤0.01%
265
883
$5K ﹤0.01%
1,263
+333
884
$5K ﹤0.01%
+363
885
$5K ﹤0.01%
125
886
$5K ﹤0.01%
220
887
$5K ﹤0.01%
300
-100
888
$5K ﹤0.01%
+128
889
$5K ﹤0.01%
108
+79
890
$5K ﹤0.01%
+85
891
$5K ﹤0.01%
79
892
$5K ﹤0.01%
200
893
$5K ﹤0.01%
+139
894
$5K ﹤0.01%
394
895
$5K ﹤0.01%
+175
896
$5K ﹤0.01%
500
897
$5K ﹤0.01%
+111
898
$5K ﹤0.01%
200
899
$5K ﹤0.01%
1,000
900
$5K ﹤0.01%
+174
34 35
36
37 38