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
901
$3.14K ﹤0.01%
+89
902
$3.13K ﹤0.01%
1,007
+907
903
$3.13K ﹤0.01%
+13
904
$3.12K ﹤0.01%
+326
905
$3.12K ﹤0.01%
+397
906
$3.05K ﹤0.01%
+271
907
$3.03K ﹤0.01%
+109
908
$3.02K ﹤0.01%
+368
909
$2.97K ﹤0.01%
+143
910
$2.94K ﹤0.01%
+38
911
$2.93K ﹤0.01%
13
912
$2.92K ﹤0.01%
+122
913
$2.88K ﹤0.01%
+303
914
$2.84K ﹤0.01%
+48
915
$2.84K ﹤0.01%
+63
916
$2.82K ﹤0.01%
57
917
$2.8K ﹤0.01%
+321
918
$2.78K ﹤0.01%
+36
919
$2.75K ﹤0.01%
+311
920
$2.72K ﹤0.01%
600
921
$2.72K ﹤0.01%
+145
922
$2.69K ﹤0.01%
+145
923
$2.67K ﹤0.01%
34
+1
924
$2.65K ﹤0.01%
+24
925
$2.63K ﹤0.01%
+66
35 36
37
38 39