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
201
$531K 0.04%
2,047
+283
202
$530K 0.04%
3,675
+18
203
$522K 0.04%
5,277
-125
204
$522K 0.04%
3,490
-56
205
$516K 0.04%
6,305
-686
206
$516K 0.04%
11,264
+8,474
207
$515K 0.04%
12,128
-1,250
208
$508K 0.04%
11,872
+281
209
$507K 0.04%
2,605
+307
210
$493K 0.04%
4,849
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211
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34,355
212
$485K 0.04%
7,863
+1,348
213
$480K 0.04%
25,867
-80
214
$477K 0.04%
11,939
-603
215
$477K 0.04%
5,700
-112
216
$456K 0.04%
2,893
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217
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2,990
-35
218
$443K 0.04%
2,533
219
$429K 0.03%
1,752
-770
220
$426K 0.03%
14,115
-14,785
221
$412K 0.03%
2,683
-780
222
$409K 0.03%
4,731
-103
223
$408K 0.03%
4,950
+444
224
$403K 0.03%
10,035
-370
225
$398K 0.03%
11,337
-748
7 8
9
10 11