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
$715M
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
855
New
Increased
Reduced
Closed

Top Buys

1
+$1.55M
2
+$1.31M
3
+$1.28M
4
NVS icon
Novartis
NVS
+$1.03M
5
AMZN icon
Amazon
AMZN
+$821K

Top Sells

1
+$9.36M
2
+$1.76M
3
+$1.41M
4
IBM icon
IBM
IBM
+$1.14M
5
AMAT icon
Applied Materials
AMAT
+$664K

Sector Composition

1 Healthcare 13.79%
2 Industrials 13.62%
3 Consumer Staples 11.51%
4 Technology 10.73%
5 Financials 10.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$230K 0.03%
3,766
+161
227
$229K 0.03%
4,905
-58
228
$226K 0.03%
3,283
229
$223K 0.03%
10,191
-225
230
$221K 0.03%
1,675
-83
231
$219K 0.03%
5,022
-6,795
232
$218K 0.03%
4,635
233
$217K 0.03%
+5,000
234
$214K 0.03%
11,850
+150
235
$211K 0.03%
5,429
+78
236
$211K 0.03%
3,419
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237
$210K 0.03%
2,785
238
$209K 0.03%
3,440
239
$206K 0.03%
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+150
240
$204K 0.03%
14,126
+78
241
$203K 0.03%
1,600
242
$203K 0.03%
1,300
243
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244
$195K 0.03%
2,600
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245
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5,325
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246
$190K 0.03%
1,800
-140
247
$188K 0.03%
1,756
248
$187K 0.03%
3,185
249
$185K 0.03%
10,369
+1,455
250
$185K 0.03%
1,868
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10
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