test

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
ETNEaton Corp Plc
Recent Activity
Decreased -1.74%
0.71%
$14.514M
43,735 shares@ $331.88 avg price
BDXBecton Dickinson & Company
Recent Activity
Decreased -10.13%
0.7%
$14.247M
62,800 shares@ $226.87 avg price
APDAir Products & Chemical Inc
Recent Activity
Decreased -1.16%
0.68%
$13.893M
47,899 shares@ $290.05 avg price
BKNGBooking Holdings Inc
Recent Activity
Decreased -2.48%
0.66%
$13.445M
2,706 shares@ $4968.43 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -1.95%
0.59%
$12.106M
112,542 shares@ $107.57 avg price
MRKMerck & Co Inc New
Recent Activity
Decreased -8.28%
0.57%
$11.573M
116,338 shares@ $99.49 avg price
IBMIntl Business Machines
Recent Activity
Decreased -2.71%
0.54%
$10.953M
49,826 shares@ $219.84 avg price
SBUXStarbucks Corp
Recent Activity
Decreased -14.61%
0.53%
$10.739M
117,690 shares@ $91.25 avg price
TJXTjx Cos Inc
Recent Activity
Decreased -0.8%
0.47%
$9.575M
79,253 shares@ $120.82 avg price
AMTAmerican Tower Reit
Recent Activity
Decreased -10.56%
0.46%
$9.39M
51,198 shares@ $183.41 avg price