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
$1.48B
AUM Growth
-$53.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
884
New
Increased
Reduced
Closed

Top Buys

1 +$2.2M
2 +$1.88M
3 +$1.79M
4
ADSK icon
Autodesk
ADSK
+$1.74M
5
TSM icon
TSMC
TSM
+$1.56M

Top Sells

1 +$2.16M
2 +$2.13M
3 +$1.87M
4
ENB icon
Enbridge
ENB
+$1.66M
5
EBAY icon
eBay
EBAY
+$1.57M

Sector Composition

1 Technology 22.47%
2 Healthcare 14.1%
3 Financials 12.92%
4 Consumer Discretionary 9.52%
5 Consumer Staples 9.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
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3,020
-1,267
202
$607K 0.04%
28,268
-866
203
$602K 0.04%
6,824
+748
204
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1,745
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205
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2,268
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206
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17,476
-4,037
207
$573K 0.04%
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208
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1,451
-40
209
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-50
210
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211
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1
212
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6,322
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213
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214
$504K 0.03%
34,355
215
$498K 0.03%
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216
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217
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12,684
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221
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222
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30,592
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223
$470K 0.03%
8,260
-141
224
$460K 0.03%
5,042
-30
225
$456K 0.03%
27,915
-3,617