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
-$55.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,108
New
Increased
Reduced
Closed

Top Buys

1
+$4.63M
2
+$4.18M
3
+$2.04M
4
VHT icon
Vanguard Health Care ETF
VHT
+$2.02M
5
NVDA icon
NVIDIA
NVDA
+$1.82M

Top Sells

1
+$5.5M
2
+$1.83M
3
+$1.42M
4
STZ icon
Constellation Brands
STZ
+$1.37M
5
CVS icon
CVS Health
CVS
+$1.34M

Sector Composition

1 Technology 23.13%
2 Financials 14.78%
3 Healthcare 11.26%
4 Consumer Discretionary 8.56%
5 Industrials 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$4.04K ﹤0.01%
12
877
$4.04K ﹤0.01%
200
878
$4.03K ﹤0.01%
38
879
$4.01K ﹤0.01%
78
880
$3.98K ﹤0.01%
22
-1
881
$3.93K ﹤0.01%
201
-13
882
$3.88K ﹤0.01%
96
883
$3.85K ﹤0.01%
270
884
$3.84K ﹤0.01%
+88
885
$3.81K ﹤0.01%
1,000
886
$3.79K ﹤0.01%
36
-101
887
$3.78K ﹤0.01%
14
888
$3.75K ﹤0.01%
104
889
$3.68K ﹤0.01%
14
890
$3.61K ﹤0.01%
20
891
$3.58K ﹤0.01%
+99
892
$3.58K ﹤0.01%
38
893
$3.56K ﹤0.01%
28
894
$3.47K ﹤0.01%
66
895
$3.43K ﹤0.01%
372
896
$3.36K ﹤0.01%
+359
897
$3.31K ﹤0.01%
+109
898
$3.3K ﹤0.01%
+76
899
$3.28K ﹤0.01%
34
900
$3.21K ﹤0.01%
207
34 35
36
37 38