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
$1.03B
AUM Growth
-$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,129
New
Increased
Reduced
Closed

Top Buys

1
+$1.72M
2
+$1.11M
3
+$1.04M
4
PAG icon
Penske Automotive Group
PAG
+$913K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$611K

Top Sells

1
+$1.8M
2
+$1.69M
3
+$1.66M
4
PM icon
Philip Morris
PM
+$1.34M
5
META icon
Meta Platforms (Facebook)
META
+$1.18M

Sector Composition

1 Healthcare 14.32%
2 Financials 13.08%
3 Technology 12.05%
4 Industrials 11.18%
5 Consumer Staples 9.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$2K ﹤0.01%
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878
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881
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890
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25
899
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900
$1K ﹤0.01%
34
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34 35
36
37 38