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
$687M
AUM Growth
+$257K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
875
New
Increased
Reduced
Closed

Top Buys

1
+$779K
2
+$773K
3
+$738K
4
BLK icon
Blackrock
BLK
+$664K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$501K

Top Sells

1
+$1.11M
2
+$922K
3
+$445K
4
BHP icon
BHP
BHP
+$400K
5
ORCL icon
Oracle
ORCL
+$326K

Sector Composition

1 Healthcare 14.28%
2 Industrials 13.39%
3 Technology 11.49%
4 Consumer Staples 10.47%
5 Financials 9.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$154K 0.02%
3,970
+890
252
$154K 0.02%
2,984
+111
253
$153K 0.02%
5,375
-280
254
$153K 0.02%
2,381
255
$151K 0.02%
4,000
256
$150K 0.02%
3,000
257
$150K 0.02%
3,063
-1,222
258
$148K 0.02%
3,150
-346
259
$148K 0.02%
2,600
260
$145K 0.02%
3,684
261
$143K 0.02%
2,093
262
$142K 0.02%
3,374
263
$140K 0.02%
1,756
264
$137K 0.02%
6,557
-298
265
$137K 0.02%
2,911
+44
266
$137K 0.02%
1,020
267
$134K 0.02%
10,150
268
$131K 0.02%
4,745
-125
269
$128K 0.02%
2,628
270
$128K 0.02%
3,000
271
$126K 0.02%
3,958
+278
272
$126K 0.02%
2,982
+147
273
$126K 0.02%
3,974
-500
274
$126K 0.02%
1,743
+1,143
275
$124K 0.02%
2,039
+610
9 10
11
12 13