TCOV

Trust Company of Vermont Portfolio holdings

AUM $2.4B
1-Year Est. Return 18.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.8%
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
+$18.7M
2
+$12.2M
3
+$11.7M
4
IBM icon
IBM
IBM
+$11.6M
5
CVX icon
Chevron
CVX
+$10.8M

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