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
$1.25B
AUM Growth
+$162M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
811
New
Increased
Reduced
Closed

Top Buys

1
+$18.7M
2
+$1.69M
3
+$1.15M
4
UL icon
Unilever
UL
+$1.07M
5
EBAY icon
eBay
EBAY
+$987K

Top Sells

1
+$1.86M
2
+$1.44M
3
+$1.14M
4
UN
Unilever NV New York Registry Shares
UN
+$985K
5
TSLA icon
Tesla
TSLA
+$725K

Sector Composition

1 Technology 17.15%
2 Financials 14.81%
3 Healthcare 13.07%
4 Consumer Discretionary 10.6%
5 Consumer Staples 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$715K 0.06%
3,675
+695
177
$712K 0.06%
27,715
+300
178
$696K 0.06%
2
179
$691K 0.06%
12,827
-967
180
$689K 0.05%
9,530
181
$683K 0.05%
11,385
+631
182
$660K 0.05%
9,624
-37
183
$638K 0.05%
3,572
+192
184
$637K 0.05%
616
+40
185
$635K 0.05%
35,336
186
$625K 0.05%
527
187
$619K 0.05%
34,600
-10,450
188
$614K 0.05%
27,794
+15,690
189
$608K 0.05%
17,410
-306
190
$594K 0.05%
10,192
-1,456
191
$590K 0.05%
1,444
192
$584K 0.05%
13,921
+1,030
193
$576K 0.05%
2,537
+77
194
$570K 0.05%
8,013
+2,778
195
$570K 0.05%
7,781
196
$569K 0.05%
2,754
+384
197
$552K 0.04%
23,340
-1,500
198
$543K 0.04%
1,783
199
$543K 0.04%
21,116
-563
200
$535K 0.04%
2,753
-4
6 7
8
9 10