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
$512M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
726
New
Increased
Reduced
Closed

Top Buys

1
+$18.8M
2
+$12.3M
3
+$11.5M
4
IBM icon
IBM
IBM
+$10.9M
5
CVX icon
Chevron
CVX
+$10.6M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 12.61%
2 Consumer Staples 12.5%
3 Healthcare 11.99%
4 Technology 11.4%
5 Energy 9.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$155K 0.03%
+2,119
227
$152K 0.03%
+3,816
228
$152K 0.03%
+2,075
229
$151K 0.03%
+3,200
230
$150K 0.03%
+1,812
231
$149K 0.03%
+3,543
232
$148K 0.03%
+4,528
233
$144K 0.03%
+3,350
234
$141K 0.03%
+2,220
235
$140K 0.03%
+4,745
236
$136K 0.03%
+3,410
237
$135K 0.03%
+1,300
238
$135K 0.03%
+2,295
239
$135K 0.03%
+3,300
240
$134K 0.03%
+5,675
241
$131K 0.03%
+5,200
242
$130K 0.03%
+3,793
243
$127K 0.02%
+2,274
244
$126K 0.02%
+11,227
245
$125K 0.02%
+3,716
246
$123K 0.02%
+4,000
247
$123K 0.02%
+2,540
248
$122K 0.02%
+4,299
249
$122K 0.02%
+2,996
250
$118K 0.02%
+10,150
8 9
10
11 12