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Andrea Freeman

@Trust Co Of Vermont

Latest period2024 - Q4ReportedManaged Assets$2.059BTotal holdings1051
Assets growth rate3.19%Assets growth rate (2-Q avg)5.79%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Trust Co Of Vermont's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 1051 positions.

Assets under management

The assets under management (AUM) of Trust Co Of Vermont over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 2.059B in assets, with a quarterly growth rate of 3.19% and a 2-quarter average growth rate of 5.79%. The portfolio is managed by Andrea Freeman, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
COSTCostco Wholesale Corporation
Recent Activity
Decreased -0.74%
2.28%
$46.843M
51,124 shares@ $916.28 avg price
ABBVAbbvie Inc
Recent Activity
Decreased -1.68%
1.47%
$30.135M
169,583 shares@ $177.7 avg price
ACNAccenture Plc Ireland
Recent Activity
Decreased -0.02%
1.33%
$27.212M
77,353 shares@ $351.8 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -0.31%
1.13%
$23.104M
159,754 shares@ $144.62 avg price
ABTAbbott Laboratories
Recent Activity
Decreased -4.59%
1.1%
$22.541M
199,281 shares@ $113.12 avg price
AMATApplied Materials Inc
Recent Activity
Decreased -5.61%
1.05%
$21.443M
131,849 shares@ $162.63 avg price
PEPPepsico Inc
Recent Activity
Decreased -1.64%
0.9%
$18.521M
121,802 shares@ $152.06 avg price
RTXRtx Corporation
Recent Activity
Decreased -1.81%
0.84%
$17.18M
148,462 shares@ $115.72 avg price
ECLEcolab Inc
Recent Activity
Decreased -3.47%
0.79%
$16.231M
69,268 shares@ $234.33 avg price
CVXChevron Corporation
Recent Activity
Decreased -5.67%
0.75%
$15.381M
106,192 shares@ $144.84 avg price