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
$1.48B
AUM Growth
-$53.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
884
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$1.88M
3
+$1.79M
4
ADSK icon
Autodesk
ADSK
+$1.74M
5
TSM icon
TSMC
TSM
+$1.56M

Top Sells

1
+$2.16M
2
+$2.13M
3
+$1.87M
4
ENB icon
Enbridge
ENB
+$1.66M
5
EBAY icon
eBay
EBAY
+$1.57M

Sector Composition

1 Technology 22.47%
2 Healthcare 14.1%
3 Financials 12.92%
4 Consumer Discretionary 9.52%
5 Consumer Staples 9.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.67M 0.25%
30,382
+2,141
102
$3.61M 0.24%
9,185
+487
103
$3.58M 0.24%
9,610
-826
104
$3.42M 0.23%
96,147
-52,464
105
$3.27M 0.22%
98,840
-27,311
106
$3.11M 0.21%
23,764
-502
107
$3.03M 0.2%
34,246
-2,953
108
$3.02M 0.2%
50,177
-323
109
$2.93M 0.2%
41,946
-3,338
110
$2.89M 0.19%
46,050
-220
111
$2.76M 0.19%
28,408
-14,277
112
$2.65M 0.18%
23,752
-1,613
113
$2.58M 0.17%
28,312
-474
114
$2.53M 0.17%
121,271
-6,271
115
$2.43M 0.16%
49,150
-2,369
116
$2.37M 0.16%
22,896
-419
117
$2.33M 0.16%
45,148
-7,202
118
$2.25M 0.15%
10,615
-138
119
$2.25M 0.15%
31,684
-605
120
$2.24M 0.15%
40,609
-503
121
$2.21M 0.15%
6,039
-158
122
$2.2M 0.15%
146,598
-36,582
123
$2.19M 0.15%
13,794
-540
124
$2.1M 0.14%
68,370
-3,492
125
$2.04M 0.14%
16,113
+284
3 4
5
6 7