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
$1.53B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
926
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$1.65M
3
+$1.47M
4
UNH icon
UnitedHealth
UNH
+$1.45M
5
CVX icon
Chevron
CVX
+$1.36M

Top Sells

1
+$2.36M
2
+$1.92M
3
+$1.34M
4
DLR icon
Digital Realty Trust
DLR
+$1.16M
5
D icon
Dominion Energy
D
+$1.09M

Sector Composition

1 Technology 22.54%
2 Healthcare 13.75%
3 Financials 12.91%
4 Consumer Discretionary 9.61%
5 Consumer Staples 9.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.47M 0.16%
23,315
-88
127
$2.45M 0.16%
71,862
-174
128
$2.37M 0.15%
10,753
+146
129
$2.33M 0.15%
28,786
+14,700
130
$2.31M 0.15%
30,101
-192
131
$2.19M 0.14%
12,224
-1,134
132
$2.16M 0.14%
12,744
+1,052
133
$2.13M 0.14%
46,967
-1,589
134
$2.04M 0.13%
41,112
-1,077
135
$2M 0.13%
22,072
-224
136
$1.96M 0.13%
15,829
-252
137
$1.87M 0.12%
18,077
-1,437
138
$1.87M 0.12%
16,085
-423
139
$1.82M 0.12%
60,122
+1,904
140
$1.78M 0.12%
10,769
-517
141
$1.75M 0.11%
30,278
142
$1.71M 0.11%
19,001
+500
143
$1.68M 0.11%
14,995
-673
144
$1.67M 0.11%
26,362
+1,845
145
$1.66M 0.11%
19,080
+670
146
$1.63M 0.11%
12,340
-1,817
147
$1.61M 0.1%
16,493
-699
148
$1.59M 0.1%
4,640
-102
149
$1.58M 0.1%
6,441
+122
150
$1.57M 0.1%
22,386
+296
4 5
6
7 8