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
$1.25B
AUM Growth
+$162M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
811
New
Increased
Reduced
Closed

Top Buys

1
+$18.7M
2
+$1.69M
3
+$1.15M
4
UL icon
Unilever
UL
+$1.07M
5
EBAY icon
eBay
EBAY
+$987K

Top Sells

1
+$1.86M
2
+$1.44M
3
+$1.14M
4
UN
Unilever NV New York Registry Shares
UN
+$985K
5
TSLA icon
Tesla
TSLA
+$725K

Sector Composition

1 Technology 17.15%
2 Financials 14.81%
3 Healthcare 13.07%
4 Consumer Discretionary 10.6%
5 Consumer Staples 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5.11M 0.41%
13,464
+480
77
$4.95M 0.39%
13,235
-202
78
$4.93M 0.39%
83,256
+9,708
79
$4.84M 0.39%
24,603
+235
80
$4.83M 0.39%
48,199
+3,853
81
$4.72M 0.38%
101,346
+2,229
82
$4.69M 0.37%
58,370
+704
83
$4.52M 0.36%
12,881
+554
84
$4.44M 0.35%
47,690
+600
85
$4.38M 0.35%
49,379
-12,912
86
$4.36M 0.35%
21,592
+88
87
$4.3M 0.34%
62,911
+1,264
88
$4.28M 0.34%
35,596
+71
89
$4.27M 0.34%
8,544
+538
90
$4.23M 0.34%
17,976
-3,084
91
$4.2M 0.33%
27,283
-541
92
$4.04M 0.32%
11,371
+264
93
$3.88M 0.31%
33,671
+2,490
94
$3.79M 0.3%
26,834
-209
95
$3.49M 0.28%
58,765
+1,311
96
$3.49M 0.28%
41,328
+4,908
97
$3.45M 0.28%
83,712
-4,905
98
$3.37M 0.27%
40,646
+6,441
99
$3.29M 0.26%
54,452
+17,748
100
$3.28M 0.26%
31,895
+8,894
2 3
4
5 6