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
926
$2.41K ﹤0.01%
108
927
$2.35K ﹤0.01%
23
928
$2.31K ﹤0.01%
299
-22
929
$2.29K ﹤0.01%
134
-9
930
$2.26K ﹤0.01%
56
-18
931
$2.25K ﹤0.01%
139
932
$2.22K ﹤0.01%
122
933
$2.2K ﹤0.01%
14
-1,410
934
$2.17K ﹤0.01%
145
935
$2.16K ﹤0.01%
34
936
$2.15K ﹤0.01%
750
937
$2.15K ﹤0.01%
89
938
$2.1K ﹤0.01%
12
939
$2.1K ﹤0.01%
111
940
$2.09K ﹤0.01%
120
941
$2.05K ﹤0.01%
50
942
$2.02K ﹤0.01%
50
943
$2K ﹤0.01%
157
944
$1.85K ﹤0.01%
1
945
$1.84K ﹤0.01%
15
946
$1.82K ﹤0.01%
35
947
$1.82K ﹤0.01%
51
948
$1.72K ﹤0.01%
81
-5
949
$1.7K ﹤0.01%
34
950
$1.67K ﹤0.01%
207
36 37
38
39 40