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
926
$2.62K ﹤0.01%
+57
927
$2.62K ﹤0.01%
+81
928
$2.55K ﹤0.01%
+632
929
$2.53K ﹤0.01%
+55
930
$2.53K ﹤0.01%
+15
931
$2.4K ﹤0.01%
+92
932
$2.35K ﹤0.01%
1,040
933
$2.34K ﹤0.01%
35
934
$2.34K ﹤0.01%
+86
935
$2.3K ﹤0.01%
200
936
$2.29K ﹤0.01%
120
937
$2.28K ﹤0.01%
15
938
$2.28K ﹤0.01%
+111
939
$2.27K ﹤0.01%
50
-100
940
$2.26K ﹤0.01%
15
+14
941
$2.24K ﹤0.01%
+207
942
$2.2K ﹤0.01%
+10
943
$2.2K ﹤0.01%
600
944
$2.18K ﹤0.01%
+54
945
$2.12K ﹤0.01%
100
946
$2.11K ﹤0.01%
120
-630
947
$2.05K ﹤0.01%
+15
948
$2.05K ﹤0.01%
136
949
$2.03K ﹤0.01%
21
950
$2.03K ﹤0.01%
+129
36 37
38
39 40