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
151
$1.54M 0.1%
21,593
+62
152
$1.52M 0.1%
17,091
-234
153
$1.52M 0.1%
8,516
+3,271
154
$1.49M 0.1%
6,925
-447
155
$1.44M 0.09%
19,810
+614
156
$1.41M 0.09%
35,955
-11,366
157
$1.41M 0.09%
11,499
-457
158
$1.41M 0.09%
6,936
159
$1.4M 0.09%
7,051
+131
160
$1.31M 0.09%
13,875
-474
161
$1.27M 0.08%
16,978
162
$1.25M 0.08%
5,525
163
$1.24M 0.08%
36,677
-1,357
164
$1.21M 0.08%
11,287
-1,074
165
$1.21M 0.08%
487
-10
166
$1.21M 0.08%
17,280
-909
167
$1.18M 0.08%
62,591
-3,359
168
$1.18M 0.08%
21,532
-4,819
169
$1.18M 0.08%
9,880
+574
170
$1.17M 0.08%
19,661
-2,155
171
$1.16M 0.08%
6,079
+193
172
$1.15M 0.07%
3,455
173
$1.08M 0.07%
4,917
+214
174
$1.07M 0.07%
85,093
-1,840
175
$1.06M 0.07%
17,997
+132
5 6
7
8 9