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
951
$1.64K ﹤0.01%
5
952
$1.61K ﹤0.01%
57
953
$1.59K ﹤0.01%
589
954
$1.55K ﹤0.01%
33
955
$1.52K ﹤0.01%
69
+54
956
$1.52K ﹤0.01%
75
957
$1.42K ﹤0.01%
44
-85
958
$1.41K ﹤0.01%
907
-100
959
$1.4K ﹤0.01%
34
960
$1.34K ﹤0.01%
20
961
$1.32K ﹤0.01%
+17
962
$1.32K ﹤0.01%
45
963
$1.31K ﹤0.01%
100
964
$1.31K ﹤0.01%
19
+18
965
$1.26K ﹤0.01%
58
966
$1.25K ﹤0.01%
200
967
$1.24K ﹤0.01%
+160
968
$1.24K ﹤0.01%
200
969
$1.22K ﹤0.01%
73
970
$1.16K ﹤0.01%
15
971
$1.12K ﹤0.01%
9
972
$1.08K ﹤0.01%
694
-50
973
$1.07K ﹤0.01%
10
974
$1K ﹤0.01%
8
975
$989 ﹤0.01%
+100
37 38
39
40 41