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
$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%
208
952
$3K ﹤0.01%
164
953
$3K ﹤0.01%
762
954
$2K ﹤0.01%
+102
955
$2K ﹤0.01%
45
+17
956
$2K ﹤0.01%
402
-10
957
$2K ﹤0.01%
83
958
$2K ﹤0.01%
74
959
$2K ﹤0.01%
10
960
$2K ﹤0.01%
305
961
$2K ﹤0.01%
25
962
$2K ﹤0.01%
125
963
$2K ﹤0.01%
+72
964
$2K ﹤0.01%
+26
965
$2K ﹤0.01%
+118
966
$2K ﹤0.01%
100
967
$2K ﹤0.01%
30
968
$2K ﹤0.01%
72
969
$2K ﹤0.01%
48
+38
970
$2K ﹤0.01%
18
+13
971
$2K ﹤0.01%
700
972
$2K ﹤0.01%
120
-400
973
$2K ﹤0.01%
+80
974
$2K ﹤0.01%
174
975
$1K ﹤0.01%
17
37 38
39
40 41