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
951
$3K ﹤0.01%
762
952
$3K ﹤0.01%
+64
953
$3K ﹤0.01%
180
954
$2K ﹤0.01%
402
-10
955
$2K ﹤0.01%
83
956
$2K ﹤0.01%
74
957
$2K ﹤0.01%
+102
958
$2K ﹤0.01%
10
959
$2K ﹤0.01%
305
960
$2K ﹤0.01%
25
961
$2K ﹤0.01%
125
962
$2K ﹤0.01%
+72
963
$2K ﹤0.01%
+26
964
$2K ﹤0.01%
+118
965
$2K ﹤0.01%
100
966
$2K ﹤0.01%
30
967
$2K ﹤0.01%
+80
968
$2K ﹤0.01%
72
969
$2K ﹤0.01%
48
+38
970
$2K ﹤0.01%
174
971
$2K ﹤0.01%
18
+13
972
$2K ﹤0.01%
700
973
$2K ﹤0.01%
120
-400
974
$2K ﹤0.01%
45
+17
975
$1K ﹤0.01%
500
37 38
39
40 41