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
$1.25B
AUM Growth
+$162M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
811
New
Increased
Reduced
Closed

Top Buys

1
+$18.7M
2
+$1.69M
3
+$1.15M
4
UL icon
Unilever
UL
+$1.07M
5
EBAY icon
eBay
EBAY
+$987K

Top Sells

1
+$1.86M
2
+$1.44M
3
+$1.14M
4
UN
Unilever NV New York Registry Shares
UN
+$985K
5
TSLA icon
Tesla
TSLA
+$725K

Sector Composition

1 Technology 17.15%
2 Financials 14.81%
3 Healthcare 13.07%
4 Consumer Discretionary 10.6%
5 Consumer Staples 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.17M 0.25%
37,016
-1,219
102
$3.04M 0.24%
55,401
+322
103
$3.01M 0.24%
24,921
+501
104
$2.91M 0.23%
51,546
-215
105
$2.86M 0.23%
94,485
+14,997
106
$2.81M 0.22%
12,810
+1,872
107
$2.75M 0.22%
57,281
-596
108
$2.74M 0.22%
7,293
+803
109
$2.64M 0.21%
40,844
-4
110
$2.6M 0.21%
22,006
+2,871
111
$2.5M 0.2%
52,014
+7,293
112
$2.49M 0.2%
14,090
+479
113
$2.48M 0.2%
9,420
+508
114
$2.41M 0.19%
20,548
+1,202
115
$2.34M 0.19%
21,289
+400
116
$2.29M 0.18%
65,870
+721
117
$2.25M 0.18%
44,727
+19,640
118
$2.2M 0.18%
24,046
-429
119
$2.08M 0.17%
11,406
+226
120
$2.05M 0.16%
67,860
+420
121
$1.98M 0.16%
20,726
-66
122
$1.96M 0.16%
12,935
-238
123
$1.96M 0.16%
7,268
+156
124
$1.95M 0.16%
6,213
+122
125
$1.93M 0.15%
11,468
-104
3 4
5
6 7