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
$797M
AUM Growth
+$44.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
956
New
Increased
Reduced
Closed

Top Buys

1
+$938K
2
+$911K
3
+$856K
4
GE icon
GE Aerospace
GE
+$812K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$798K

Top Sells

1
+$1.25M
2
+$706K
3
+$555K
4
EMC
EMC CORPORATION
EMC
+$552K
5
DHR icon
Danaher
DHR
+$551K

Sector Composition

1 Healthcare 13.98%
2 Industrials 13.34%
3 Technology 11.02%
4 Consumer Staples 10.8%
5 Financials 10.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$282K 0.04%
3,900
+3,500
227
$280K 0.04%
1,246
+21
228
$280K 0.04%
4,162
+3,659
229
$279K 0.04%
8,450
+7,300
230
$269K 0.03%
3,900
+3,100
231
$265K 0.03%
5,612
+1,758
232
$265K 0.03%
3,100
233
$265K 0.03%
1,186
-25
234
$264K 0.03%
2,762
+112
235
$260K 0.03%
495
+395
236
$260K 0.03%
4,773
+1,375
237
$257K 0.03%
4,160
+3,500
238
$256K 0.03%
2,220
-40
239
$254K 0.03%
5,587
-420
240
$246K 0.03%
3,283
241
$245K 0.03%
1,800
+200
242
$245K 0.03%
6,893
+2,390
243
$243K 0.03%
17,850
+9,825
244
$241K 0.03%
2,845
245
$240K 0.03%
2,212
+2,200
246
$239K 0.03%
2,595
247
$239K 0.03%
3,000
248
$236K 0.03%
5,872
-204
249
$234K 0.03%
1,756
250
$234K 0.03%
1,886
+145
8 9
10
11 12