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
251
$234K 0.03%
13,708
+826
252
$233K 0.03%
5,428
+5,319
253
$231K 0.03%
2,768
-409
254
$229K 0.03%
14,713
255
$229K 0.03%
3,285
-91
256
$227K 0.03%
5,675
257
$224K 0.03%
+9,336
258
$219K 0.03%
2,785
259
$214K 0.03%
4,766
-315
260
$208K 0.03%
3,185
261
$201K 0.03%
6,795
+858
262
$201K 0.03%
2,900
263
$201K 0.03%
3,369
-300
264
$200K 0.03%
1,300
265
$200K 0.03%
3,793
+140
266
$200K 0.03%
3,156
+462
267
$199K 0.03%
1,750
268
$197K 0.02%
4,989
+105
269
$196K 0.02%
1,449
-100
270
$194K 0.02%
4,635
271
$193K 0.02%
2,414
+630
272
$192K 0.02%
4,000
273
$184K 0.02%
5,032
274
$180K 0.02%
839
-1,266
275
$177K 0.02%
2,769
+1,198
9 10
11
12 13