TCOV

Trust Company of Vermont Portfolio holdings

AUM $2.4B
1-Year Est. Return 18.75%
This Quarter Est. Return
1 Year Est. Return
+18.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.26B
AUM Growth
-$44.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,060
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$3.57M
3
+$1.79M
4
MSFT icon
Microsoft
MSFT
+$1.26M
5
JPM icon
JPMorgan Chase
JPM
+$1.25M

Top Sells

1
+$1.88M
2
+$1.51M
3
+$939K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$607K
5
NVDA icon
NVIDIA
NVDA
+$537K

Sector Composition

1 Technology 18.94%
2 Healthcare 14.93%
3 Financials 12.99%
4 Consumer Discretionary 9.42%
5 Consumer Staples 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$0 ﹤0.01%
27
-56
977
$0 ﹤0.01%
100
978
– –
-25
979
– –
-250
980
– –
-2
981
– –
-380
982
– –
-106
983
$0 ﹤0.01%
+20
984
$0 ﹤0.01%
+1
985
$0 ﹤0.01%
133
986
– –
-36
987
– –
-58
988
$0 ﹤0.01%
+2
989
– –
-265
990
$0 ﹤0.01%
14
991
– –
-7
992
$0 ﹤0.01%
+2
993
– –
-24
994
– –
0
995
$0 ﹤0.01%
1
996
– –
-250
997
$0 ﹤0.01%
+9
998
– –
-488
999
$0 ﹤0.01%
204
1000
– –
-2,000
37 38 39
40
41