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
251
$118K 0.02%
+10,000
252
$114K 0.02%
+1,200
253
$109K 0.02%
+2,093
254
$105K 0.02%
+3,094
255
$104K 0.02%
+3,400
256
$104K 0.02%
+1,300
257
$102K 0.02%
+10,000
258
$101K 0.02%
+2,034
259
$100K 0.02%
+2,191
260
$100K 0.02%
+4,025
261
$99K 0.02%
+4,609
262
$96K 0.02%
+835
263
$96K 0.02%
+1,628
264
$95K 0.02%
+7,505
265
$93K 0.02%
+2,467
266
$92K 0.02%
+2,033
267
$92K 0.02%
+1,585
268
$91K 0.02%
+3,634
269
$91K 0.02%
+2,425
270
$89K 0.02%
+1,600
271
$88K 0.02%
+2,860
272
$88K 0.02%
+1,600
273
$87K 0.02%
+1,190
274
$85K 0.02%
+1,600
275
$84K 0.02%
+11,500
9 10
11
12 13