TCOV

Trust Company of Vermont Portfolio holdings

AUM $2.4B
1-Year Est. Return 18.75%
This Quarter Est. Return
1 Year Est. Return
+18.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.26B
AUM Growth
-$44.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,060
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$3.57M
3
+$1.79M
4
MSFT icon
Microsoft
MSFT
+$1.26M
5
JPM icon
JPMorgan Chase
JPM
+$1.25M

Top Sells

1
+$1.88M
2
+$1.51M
3
+$939K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$607K
5
NVDA icon
NVIDIA
NVDA
+$537K

Sector Composition

1 Technology 18.94%
2 Healthcare 14.93%
3 Financials 12.99%
4 Consumer Discretionary 9.42%
5 Consumer Staples 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$3K ﹤0.01%
150
877
$3K ﹤0.01%
105
878
$3K ﹤0.01%
80
-203
879
$3K ﹤0.01%
+14
880
$3K ﹤0.01%
100
881
$3K ﹤0.01%
1,400
-250
882
$3K ﹤0.01%
200
883
$2K ﹤0.01%
246
884
$2K ﹤0.01%
120
885
$2K ﹤0.01%
145
886
$2K ﹤0.01%
90
887
$2K ﹤0.01%
300
888
$2K ﹤0.01%
60
889
$2K ﹤0.01%
760
890
$2K ﹤0.01%
110
891
$2K ﹤0.01%
+10
892
$2K ﹤0.01%
29
-25
893
$2K ﹤0.01%
89
894
$2K ﹤0.01%
200
895
$2K ﹤0.01%
105
896
$2K ﹤0.01%
300
897
$2K ﹤0.01%
+6
898
$2K ﹤0.01%
160
899
$2K ﹤0.01%
+100
900
$2K ﹤0.01%
100
34 35
36
37 38