TCOV

Trust Company of Vermont Portfolio holdings

AUM $2.4B
1-Year Est. Return 18.75%
This Quarter Est. Return
1 Year Est. Return
+18.75%
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
276
$84K 0.02%
+9,000
277
$83K 0.02%
+2,983
278
$83K 0.02%
+1,200
279
$79K 0.02%
+806
280
$79K 0.02%
+1,313
281
$78K 0.02%
+1,359
282
$78K 0.02%
+1,000
283
$77K 0.02%
+1,725
284
$77K 0.02%
+700
285
$76K 0.01%
+2,676
286
$74K 0.01%
+925
287
$74K 0.01%
+2,145
288
$72K 0.01%
+432
289
$71K 0.01%
+1,000
290
$70K 0.01%
+238
291
$69K 0.01%
+1,128
292
$68K 0.01%
+800
293
$67K 0.01%
+1,329
294
$65K 0.01%
+1,462
295
$64K 0.01%
+2,000
296
$63K 0.01%
+4,470
297
$62K 0.01%
+1,900
298
$61K 0.01%
+2,130
299
$61K 0.01%
+604
300
$60K 0.01%
+400
10 11
12
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