TCOV
Trust Company of Vermont Portfolio holdings
AUM
$2.12B
1-Year Return
16.19%
This Quarter Return
+9.8%
1 Year Return
+16.19%
3 Year Return
+64.62%
5 Year Return
+115.21%
10 Year Return
+268.81%
AUM
$1.36B
AUM Growth
+$101M
(+8%)
Cap. Flow
+$45.3K
Cap. Flow
% of AUM
0%
Top 10 Holdings %
Top 10 Hldgs %
24.15%
Holding
1,032
New
34
Increased
170
Reduced
243
Closed
159
Top Buys
| 1 |
Comcast
CMCSA
|
+$1.89M |
| 2 |
JPMorgan Chase
JPM
|
+$1.75M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
+$1.22M |
| 4 |
Realty Income
O
|
+$1.08M |
| 5 |
Consolidated Edison
ED
|
+$1.05M |
Top Sells
| 1 |
LSXMA
Liberty Media Corporation Series A Liberty SiriusXM Common Stock
LSXMA
|
+$2.53M |
| 2 |
Walt Disney
DIS
|
+$1.9M |
| 3 |
Brookfield
BN
|
+$1.42M |
| 4 |
Meta Platforms (Facebook)
META
|
+$1.13M |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
+$950K |
Sector Composition
| 1 | Technology | 17.86% |
| 2 | Healthcare | 15.74% |
| 3 | Financials | 13.82% |
| 4 | Consumer Staples | 9.07% |
| 5 | Consumer Discretionary | 8.96% |
