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
$1.12B
AUM Growth
+$56.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,134
New
Increased
Reduced
Closed

Top Buys

1 +$5.18M
2 +$1.73M
3 +$1.38M
4
MSFT icon
Microsoft
MSFT
+$893K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$884K

Top Sells

1 +$1.92M
2 +$606K
3 +$508K
4
WFC icon
Wells Fargo
WFC
+$412K
5
PCG icon
PG&E
PCG
+$369K

Sector Composition

1 Financials 12.93%
2 Healthcare 12.76%
3 Technology 12.08%
4 Industrials 11.41%
5 Consumer Staples 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1001
$0 ﹤0.01%
44
1002
$0 ﹤0.01%
84
1003
-730
1004
-800
1005
-17
1006
-525
1007
$0 ﹤0.01%
1
1008
-68
1009
$0 ﹤0.01%
100
1010
-425
1011
-12
1012
-12
1013
-500
1014
-90
1015
$0 ﹤0.01%
+6
1016
$0 ﹤0.01%
+1
1017
-11
1018
-95
1019
-30
1020
-500
1021
-94
1022
-113
1023
-35
1024
-499
1025
$0 ﹤0.01%
+2