Andrea Freeman

@Trust Co Of Vermont

Latest period2024 - Q4

Reported4d ago

Managed Assets$2.059B

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
SIRISirius Xm Holdings Inc Recent Activity New Position	0.01%	$20,292 890 shares@ $22.8 avg price	New Position
BGCBgc Group Inc Cl A Recent Activity New Position	0.01%	$19,570 2,160 shares@ $9.07 avg price	New Position
CGBDCarlyle Secured Lending Inc Recent Activity New Position	0.01%	$19,364 1,080 shares@ $17.93 avg price	New Position
OBDCBlue Owl Capital Corporation Recent Activity New Position	0.01%	$18,144 1,200 shares@ $15.12 avg price	New Position
RINGIshares Msci Gbl Gold Minors Etf New Recent Activity New Position	0.01%	$18,131 645 shares@ $28.12 avg price	New Position
WHRWhirlpool Corp Recent Activity New Position	0.01%	$17,744 155 shares@ $114.48 avg price	New Position
PNWPinnacle West Capital Corporation Recent Activity New Position	0.01%	$16,869 199 shares@ $84.77 avg price	New Position
EIXEdison Intl Recent Activity New Position	0.01%	$16,766 210 shares@ $79.84 avg price	New Position
OGEOge Energy Co Recent Activity New Position	0.01%	$15,551 377 shares@ $41.25 avg price	New Position
FSKFs Kkr Cap Corp Recent Activity New Position	0.01%	$15,204 700 shares@ $21.72 avg price	New Position