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
276
$134K 0.02%
3,198
-215
277
$133K 0.02%
9,078
278
$132K 0.02%
4,745
279
$132K 0.02%
1,044
280
$130K 0.02%
3,320
-6,798
281
$129K 0.02%
4,111
+3,982
282
$129K 0.02%
1,298
+203
283
$129K 0.02%
1,770
284
$129K 0.02%
2,764
-66
285
$126K 0.02%
141
286
$124K 0.02%
1,743
287
$124K 0.02%
+17,400
288
$123K 0.02%
456
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289
$123K 0.02%
2,810
-350
290
$122K 0.02%
3,037
+14
291
$122K 0.02%
2,962
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292
$117K 0.02%
2,916
293
$114K 0.02%
3,130
294
$114K 0.02%
2,781
295
$113K 0.02%
1,712
+200
296
$109K 0.02%
2,738
297
$109K 0.02%
1,128
298
$107K 0.02%
1,019
-93
299
$106K 0.01%
1,571
300
$106K 0.01%
1,524
10 11
12
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