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
951
$1.84K ﹤0.01%
1
952
$1.83K ﹤0.01%
+300
953
$1.78K ﹤0.01%
200
954
$1.75K ﹤0.01%
400
955
$1.75K ﹤0.01%
9
956
$1.71K ﹤0.01%
+36
957
$1.62K ﹤0.01%
34
958
$1.61K ﹤0.01%
80
+5
959
$1.6K ﹤0.01%
+744
960
$1.54K ﹤0.01%
100
961
$1.54K ﹤0.01%
200
962
$1.43K ﹤0.01%
600
963
$1.43K ﹤0.01%
33
964
$1.41K ﹤0.01%
+1,553
965
$1.4K ﹤0.01%
300
966
$1.37K ﹤0.01%
+50
967
$1.35K ﹤0.01%
40
968
$1.29K ﹤0.01%
9
+1
969
$1.23K ﹤0.01%
+8
970
$1.22K ﹤0.01%
1,000
971
$1.16K ﹤0.01%
5
-38
972
$1.14K ﹤0.01%
7
973
$1.1K ﹤0.01%
+28
974
$1.09K ﹤0.01%
148
975
$1.06K ﹤0.01%
25
37 38
39
40 41