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
976
$1.38K ﹤0.01%
73
-72
977
$1.37K ﹤0.01%
75
-5
978
$1.37K ﹤0.01%
25
979
$1.34K ﹤0.01%
100
980
$1.33K ﹤0.01%
20
-37
981
$1.29K ﹤0.01%
9
982
$1.28K ﹤0.01%
33
983
$1.24K ﹤0.01%
744
984
$1.21K ﹤0.01%
148
985
$1.15K ﹤0.01%
+58
986
$1.06K ﹤0.01%
+10
987
$1.04K ﹤0.01%
28
988
$1.02K ﹤0.01%
1,000
989
$980 ﹤0.01%
9
990
$980 ﹤0.01%
23
991
$965 ﹤0.01%
+7
992
$938 ﹤0.01%
+30
993
$934 ﹤0.01%
38
994
$913 ﹤0.01%
8
995
$901 ﹤0.01%
7
996
$879 ﹤0.01%
33
997
$864 ﹤0.01%
600
998
$780 ﹤0.01%
1,553
999
$771 ﹤0.01%
+28
1000
$734 ﹤0.01%
+45
38 39
40
41 42