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
$1.26B
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
126
$2.03M 0.16%
26,525
+2,307
127
$1.98M 0.16%
19,381
+6,082
128
$1.96M 0.16%
73,642
+2,598
129
$1.94M 0.15%
25,613
+9,823
130
$1.89M 0.15%
46,803
+250
131
$1.87M 0.15%
18,899
+2,561
132
$1.84M 0.15%
11,899
-89
133
$1.83M 0.15%
17,480
+776
134
$1.82M 0.14%
41,519
+8,905
135
$1.75M 0.14%
5,723
-95
136
$1.71M 0.14%
16,758
-326
137
$1.66M 0.13%
11,105
+1,502
138
$1.65M 0.13%
8,829
+79
139
$1.64M 0.13%
7,718
-33
140
$1.59M 0.13%
15,174
-206
141
$1.59M 0.13%
17,098
+974
142
$1.58M 0.13%
11,055
+68
143
$1.58M 0.13%
44,554
+117
144
$1.47M 0.12%
52,271
-4,962
145
$1.43M 0.11%
30,278
146
$1.42M 0.11%
20,927
+3,251
147
$1.42M 0.11%
12,696
+1,648
148
$1.38M 0.11%
113,870
-44,230
149
$1.36M 0.11%
12,071
+600
150
$1.3M 0.1%
7,821
+38
4 5
6
7 8