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
901
$3.38K ﹤0.01%
108
+80
902
$3.38K ﹤0.01%
34
903
$3.38K ﹤0.01%
104
904
$3.35K ﹤0.01%
109
905
$3.34K ﹤0.01%
17
-1
906
$3.34K ﹤0.01%
74
907
$3.29K ﹤0.01%
14
908
$3.29K ﹤0.01%
100
909
$3.25K ﹤0.01%
156
-6
910
$3.24K ﹤0.01%
+157
911
$3.24K ﹤0.01%
42
912
$3.13K ﹤0.01%
200
913
$3.13K ﹤0.01%
+20
914
$3.11K ﹤0.01%
38
915
$3.1K ﹤0.01%
28
916
$3.08K ﹤0.01%
48
917
$3.03K ﹤0.01%
329
918
$3K ﹤0.01%
114
-6
919
$2.98K ﹤0.01%
750
920
$2.96K ﹤0.01%
37
-2
921
$2.94K ﹤0.01%
141
922
$2.93K ﹤0.01%
139
923
$2.93K ﹤0.01%
372
924
$2.92K ﹤0.01%
66
925
$2.9K ﹤0.01%
321
35 36
37
38 39