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
976
$1.05K ﹤0.01%
66
+30
977
$1.02K ﹤0.01%
38
978
$1.01K ﹤0.01%
+8
979
$999 ﹤0.01%
23
980
$963 ﹤0.01%
33
981
$931 ﹤0.01%
+15
982
$918 ﹤0.01%
100
983
$739 ﹤0.01%
41
984
$730 ﹤0.01%
200
985
$642 ﹤0.01%
28
986
$630 ﹤0.01%
14
987
$559 ﹤0.01%
115
988
$541 ﹤0.01%
92
+9
989
$532 ﹤0.01%
+1
990
$517 ﹤0.01%
+13
991
$495 ﹤0.01%
300
992
$392 ﹤0.01%
83
993
$374 ﹤0.01%
+8
994
$369 ﹤0.01%
1
-23
995
$366 ﹤0.01%
+2
996
$347 ﹤0.01%
14
997
$340 ﹤0.01%
4
998
$313 ﹤0.01%
+1
999
$290 ﹤0.01%
4
1000
$290 ﹤0.01%
62
-1
38 39
40
41 42