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
251
$181K 0.03%
14,713
-119
252
$179K 0.03%
2,900
253
$175K 0.02%
5,032
254
$175K 0.02%
6,474
+1,234
255
$175K 0.02%
4,118
-2,804
256
$173K 0.02%
5,675
-400
257
$168K 0.02%
6,422
258
$166K 0.02%
3,761
+70
259
$164K 0.02%
3,930
-20
260
$160K 0.02%
2,728
+55
261
$158K 0.02%
1,823
-397
262
$156K 0.02%
6,174
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263
$156K 0.02%
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264
$153K 0.02%
4,000
265
$152K 0.02%
5,912
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266
$146K 0.02%
3,000
267
$144K 0.02%
2,300
268
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1,274
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269
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5,155
270
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3,398
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271
$136K 0.02%
1,896
272
$135K 0.02%
170
273
$135K 0.02%
1,218
-110
274
$134K 0.02%
6,393
-164
275
$134K 0.02%
2,156
9 10
11
12 13