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
151
$1.26M 0.1%
6,213
+465
152
$1.24M 0.1%
24,839
-3,558
153
$1.24M 0.1%
64,832
+3,001
154
$1.23M 0.1%
47,862
+1,527
155
$1.18M 0.09%
102,315
+41,673
156
$1.14M 0.09%
20,314
+1,972
157
$1.13M 0.09%
23,742
+5,532
158
$1.13M 0.09%
6,936
159
$1.12M 0.09%
13,532
+1,522
160
$1.12M 0.09%
17,527
-335
161
$1.1M 0.09%
52,257
-12,130
162
$1.1M 0.09%
512
-4
163
$1.09M 0.09%
39,107
-3
164
$1.08M 0.09%
9,535
+483
165
$1.07M 0.09%
17,053
-439
166
$1.03M 0.08%
23,991
-183
167
$978K 0.08%
17,462
+132
168
$960K 0.08%
5,525
169
$959K 0.08%
6,202
+681
170
$948K 0.08%
14,219
+2,521
171
$906K 0.07%
4,820
+1,000
172
$904K 0.07%
24,690
+2,660
173
$889K 0.07%
4,742
+446
174
$889K 0.07%
4,500
175
$872K 0.07%
5,100
+906
5 6
7
8 9