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
$2.06B
AUM Growth
+$63.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,145
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$8.76M
3
+$4.62M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.16M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.94M

Top Sells

1
+$2.24M
2
+$2.01M
3
+$1.84M
4
BDX icon
Becton Dickinson
BDX
+$1.61M
5
MSM icon
MSC Industrial Direct
MSM
+$1.58M

Sector Composition

1 Technology 25.01%
2 Financials 13.72%
3 Healthcare 10.59%
4 Consumer Discretionary 9.17%
5 Industrials 8.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$2.24K ﹤0.01%
129
952
$2.21K ﹤0.01%
1,040
953
$2.2K ﹤0.01%
136
954
$2.16K ﹤0.01%
207
955
$2.13K ﹤0.01%
120
956
$2.12K ﹤0.01%
600
957
$2.11K ﹤0.01%
1
958
$2.11K ﹤0.01%
388
959
$2.08K ﹤0.01%
34
-2
960
$2.03K ﹤0.01%
15
961
$1.99K ﹤0.01%
200
962
$1.93K ﹤0.01%
35
963
$1.89K ﹤0.01%
100
964
$1.89K ﹤0.01%
12
+11
965
$1.87K ﹤0.01%
+574
966
$1.83K ﹤0.01%
120
967
$1.77K ﹤0.01%
45
-3
968
$1.77K ﹤0.01%
400
969
$1.75K ﹤0.01%
300
970
$1.75K ﹤0.01%
34
971
$1.66K ﹤0.01%
200
972
$1.63K ﹤0.01%
21
973
$1.63K ﹤0.01%
5
974
$1.5K ﹤0.01%
600
975
$1.46K ﹤0.01%
40
37 38
39
40 41