TCOV

Trust Company of Vermont Portfolio holdings

AUM $2.4B
1-Year Est. Return 18.75%
This Quarter Est. Return
1 Year Est. Return
+18.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.12B
AUM Growth
+$56.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,134
New
Increased
Reduced
Closed

Top Buys

1
+$5.18M
2
+$1.73M
3
+$1.38M
4
MSFT icon
Microsoft
MSFT
+$893K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$884K

Top Sells

1
+$1.92M
2
+$606K
3
+$508K
4
WFC icon
Wells Fargo
WFC
+$412K
5
PCG icon
PG&E
PCG
+$369K

Sector Composition

1 Financials 12.93%
2 Healthcare 12.76%
3 Technology 12.08%
4 Industrials 11.41%
5 Consumer Staples 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$4K ﹤0.01%
200
927
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131
-19
928
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210
929
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90
930
$3K ﹤0.01%
350
931
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76
+12
932
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100
933
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934
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96
-1,190
935
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936
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+250
937
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938
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939
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244
940
$3K ﹤0.01%
500
941
$3K ﹤0.01%
73
+23
942
$3K ﹤0.01%
76
-941
943
$3K ﹤0.01%
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944
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+126
945
$3K ﹤0.01%
22
946
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24
-4
947
$3K ﹤0.01%
400
948
$3K ﹤0.01%
500
949
$3K ﹤0.01%
208
950
$3K ﹤0.01%
164
36 37
38
39 40