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
1001
$263 ﹤0.01%
4
1002
$250 ﹤0.01%
+2
1003
$236 ﹤0.01%
+6
1004
$214 ﹤0.01%
20
-15
1005
$206 ﹤0.01%
+2
1006
$202 ﹤0.01%
+2
1007
$193 ﹤0.01%
+3
1008
$189 ﹤0.01%
200
1009
$188 ﹤0.01%
+5
1010
$182 ﹤0.01%
+31
1011
$181 ﹤0.01%
+4
1012
$168 ﹤0.01%
+80
1013
$164 ﹤0.01%
+75
1014
$164 ﹤0.01%
+2
1015
$162 ﹤0.01%
10
1016
$156 ﹤0.01%
1,000
1017
$138 ﹤0.01%
+15
1018
$136 ﹤0.01%
100
1019
$133 ﹤0.01%
1
-5
1020
$131 ﹤0.01%
13
1021
$129 ﹤0.01%
23
1022
$122 ﹤0.01%
+3
1023
$119 ﹤0.01%
+2
1024
$118 ﹤0.01%
10
1025
$116 ﹤0.01%
+3
39 40
41
42 43