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
$2.06B
AUM Growth
+$63.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,145
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$8.76M
3
+$4.62M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.16M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.94M

Top Sells

1
+$2.24M
2
+$2.01M
3
+$1.84M
4
BDX icon
Becton Dickinson
BDX
+$1.61M
5
MSM icon
MSC Industrial Direct
MSM
+$1.58M

Sector Composition

1 Technology 25.01%
2 Financials 13.72%
3 Healthcare 10.59%
4 Consumer Discretionary 9.17%
5 Industrials 8.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$4.34K ﹤0.01%
15
877
$4.32K ﹤0.01%
50
878
$4.29K ﹤0.01%
30
879
$4.2K ﹤0.01%
39
880
$4.14K ﹤0.01%
129
-350
881
$4.07K ﹤0.01%
12
882
$4.07K ﹤0.01%
172
883
$3.96K ﹤0.01%
38
884
$3.91K ﹤0.01%
21
885
$3.89K ﹤0.01%
26
886
$3.85K ﹤0.01%
50
887
$3.82K ﹤0.01%
96
888
$3.8K ﹤0.01%
+73
889
$3.78K ﹤0.01%
13
890
$3.76K ﹤0.01%
275
891
$3.75K ﹤0.01%
+10
892
$3.73K ﹤0.01%
400
-400
893
$3.73K ﹤0.01%
+400
894
$3.72K ﹤0.01%
82
895
$3.68K ﹤0.01%
86
896
$3.65K ﹤0.01%
14
897
$3.62K ﹤0.01%
351
898
$3.61K ﹤0.01%
38
899
$3.57K ﹤0.01%
100
-572
900
$3.42K ﹤0.01%
497
34 35
36
37 38