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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
PEPPepsico Inc
Recent Activity
Decreased -1.64%
0.9%
$18.521M
121,802 shares@ $152.06 avg price
ADPAutomatic Data Processing
Recent Activity
Increased 0.37%
0.87%
$17.907M
61,171 shares@ $292.74 avg price
GOOGLAlphabet Inc Cap Stk Cl A
Recent Activity
Increased 7.49%
0.87%
$17.826M
94,167 shares@ $189.31 avg price
RTXRtx Corporation
Recent Activity
Decreased -1.81%
0.84%
$17.18M
148,462 shares@ $115.72 avg price
INTUIntuit
Recent Activity
Increased 7.11%
0.83%
$16.92M
26,921 shares@ $628.51 avg price
ECLEcolab Inc
Recent Activity
Decreased -3.47%
0.79%
$16.231M
69,268 shares@ $234.33 avg price
WMTWal Mart Stores Inc
Recent Activity
Increased 1.17%
0.77%
$15.694M
173,702 shares@ $90.36 avg price
CVXChevron Corporation
Recent Activity
Decreased -5.67%
0.75%
$15.381M
106,192 shares@ $144.84 avg price
ADIAnalog Devices Inc
Recent Activity
Increased 0.53%
0.73%
$14.879M
70,034 shares@ $212.47 avg price
CRMSalesforce Inc
Recent Activity
Increased 17.13%
0.72%
$14.713M
44,008 shares@ $334.34 avg price