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
126
$2.04M 0.14%
16,997
-1,080
127
$1.88M 0.13%
32,138
-15,837
128
$1.84M 0.12%
35,458
-300
129
$1.83M 0.12%
43,584
-3,383
130
$1.79M 0.12%
23,856
-10,064
131
$1.79M 0.12%
27,056
-6,438
132
$1.78M 0.12%
20,794
-1,278
133
$1.75M 0.12%
27,397
-2,704
134
$1.72M 0.12%
11,935
-809
135
$1.7M 0.11%
10,227
+3,392
136
$1.69M 0.11%
30,278
137
$1.65M 0.11%
19,900
+820
138
$1.65M 0.11%
15,588
-497
139
$1.59M 0.11%
21,268
-325
140
$1.57M 0.11%
18,112
+17,970
141
$1.57M 0.11%
9,152
+636
142
$1.56M 0.11%
17,719
-1,282
143
$1.55M 0.1%
14,057
+1,717
144
$1.54M 0.1%
6,976
+51
145
$1.48M 0.1%
33,141
-25,128
146
$1.47M 0.1%
22,778
+392
147
$1.45M 0.1%
15,623
-870
148
$1.43M 0.1%
6,242
-199
149
$1.43M 0.1%
13,597
-1,398
150
$1.37M 0.09%
7,247
+196
4 5
6
7 8