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
$1.26B
AUM Growth
-$44.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,060
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$3.57M
3
+$1.79M
4
MSFT icon
Microsoft
MSFT
+$1.26M
5
JPM icon
JPMorgan Chase
JPM
+$1.25M

Top Sells

1
+$1.88M
2
+$1.51M
3
+$939K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$607K
5
NVDA icon
NVIDIA
NVDA
+$537K

Sector Composition

1 Technology 18.94%
2 Healthcare 14.93%
3 Financials 12.99%
4 Consumer Discretionary 9.42%
5 Consumer Staples 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.49M 0.28%
80,634
+11,649
102
$3.48M 0.28%
42,913
-1,537
103
$3.46M 0.27%
61,795
+1,363
104
$3.28M 0.26%
33,282
-15,385
105
$3.25M 0.26%
44,715
-2,599
106
$3.1M 0.25%
17,551
-5,324
107
$3.04M 0.24%
49,630
-380
108
$3.03M 0.24%
24,299
+2,007
109
$3M 0.24%
8,375
+165
110
$2.95M 0.23%
22,948
+1,885
111
$2.66M 0.21%
9,874
+147
112
$2.59M 0.2%
42,369
-154
113
$2.56M 0.2%
9,559
+1,175
114
$2.54M 0.2%
34,503
+1,059
115
$2.48M 0.2%
35,098
+1,719
116
$2.47M 0.2%
7,533
+213
117
$2.4M 0.19%
55,200
+7,839
118
$2.33M 0.18%
7,189
-318
119
$2.32M 0.18%
52,919
-2,425
120
$2.3M 0.18%
24,258
+1,336
121
$2.19M 0.17%
31,167
+2,294
122
$2.17M 0.17%
7,838
+1,967
123
$2.15M 0.17%
14,476
-124
124
$2.13M 0.17%
13,179
+1,017
125
$2.12M 0.17%
12,905
+1,275
3 4
5
6 7