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
901
$3.21K ﹤0.01%
275
902
$3.18K ﹤0.01%
+465
903
$3.15K ﹤0.01%
329
904
$3.01K ﹤0.01%
48
905
$3K ﹤0.01%
17
906
$2.98K ﹤0.01%
30
907
$2.93K ﹤0.01%
156
908
$2.93K ﹤0.01%
161
-11
909
$2.91K ﹤0.01%
141
910
$2.83K ﹤0.01%
75
-380
911
$2.81K ﹤0.01%
36
-2
912
$2.77K ﹤0.01%
368
913
$2.75K ﹤0.01%
351
914
$2.7K ﹤0.01%
+111
915
$2.69K ﹤0.01%
497
916
$2.69K ﹤0.01%
37
917
$2.68K ﹤0.01%
290
-21
918
$2.68K ﹤0.01%
45
919
$2.66K ﹤0.01%
10
920
$2.66K ﹤0.01%
59
921
$2.64K ﹤0.01%
12
-1
922
$2.64K ﹤0.01%
62
923
$2.58K ﹤0.01%
42
924
$2.51K ﹤0.01%
81
925
$2.46K ﹤0.01%
102
-7
35 36
37
38 39