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
201
$599K 0.05%
2,717
+32
202
$595K 0.05%
3,803
+173
203
$594K 0.05%
4,002
+308
204
$589K 0.05%
2,205
-1
205
$586K 0.05%
1,199
-50
206
$579K 0.05%
4,963
-1
207
$567K 0.04%
6,609
+10
208
$511K 0.04%
1,580
209
$504K 0.04%
600
210
$503K 0.04%
5,072
-2
211
$500K 0.04%
14,327
-770
212
$488K 0.04%
17,064
+1,334
213
$473K 0.04%
8,421
+495
214
$468K 0.04%
3,866
-194
215
$468K 0.04%
12,166
+63
216
$468K 0.04%
3,473
-50
217
$452K 0.04%
7,753
218
$435K 0.03%
7,084
+3,406
219
$435K 0.03%
9,999
+174
220
$426K 0.03%
34,355
221
$419K 0.03%
9,416
+5
222
$413K 0.03%
3,862
+180
223
$411K 0.03%
4,584
-272
224
$409K 0.03%
1,424
+1,414
225
$406K 0.03%
1
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9
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