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
+$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,123
New
Increased
Reduced
Closed

Top Buys

1
+$4.72M
2
+$2.39M
3
+$2.3M
4
MSFT icon
Microsoft
MSFT
+$2M
5
AMZN icon
Amazon
AMZN
+$1.25M

Top Sells

1
+$5.11M
2
+$1.55M
3
+$1.18M
4
MA icon
Mastercard
MA
+$1.05M
5
SBUX icon
Starbucks
SBUX
+$605K

Sector Composition

1 Technology 24.39%
2 Financials 13.18%
3 Healthcare 12.44%
4 Consumer Discretionary 9.15%
5 Industrials 8.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$3.75K ﹤0.01%
+162
877
$3.71K ﹤0.01%
388
878
$3.63K ﹤0.01%
200
879
$3.6K ﹤0.01%
+139
880
$3.59K ﹤0.01%
+46
881
$3.56K ﹤0.01%
70
882
$3.55K ﹤0.01%
119
883
$3.54K ﹤0.01%
80
884
$3.48K ﹤0.01%
12
885
$3.45K ﹤0.01%
+30
886
$3.44K ﹤0.01%
+329
887
$3.44K ﹤0.01%
104
+100
888
$3.41K ﹤0.01%
750
889
$3.38K ﹤0.01%
+39
890
$3.31K ﹤0.01%
+32
891
$3.3K ﹤0.01%
+31
892
$3.26K ﹤0.01%
+14
893
$3.25K ﹤0.01%
+497
894
$3.24K ﹤0.01%
+12
895
$3.24K ﹤0.01%
45
-97
896
$3.24K ﹤0.01%
+66
897
$3.19K ﹤0.01%
+42
898
$3.17K ﹤0.01%
328
899
$3.15K ﹤0.01%
+39
900
$3.15K ﹤0.01%
+141
34 35
36
37 38