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
276
$176K 0.02%
6,250
+5,250
277
$176K 0.02%
300
+175
278
$175K 0.02%
4,008
+1,604
279
$172K 0.02%
4,500
-6,050
280
$172K 0.02%
3,796
281
$166K 0.02%
3,487
-4,006
282
$165K 0.02%
2,578
+866
283
$160K 0.02%
13,100
+6,800
284
$160K 0.02%
2,100
-500
285
$160K 0.02%
3,027
+1,702
286
$160K 0.02%
822
-354
287
$153K 0.02%
1,901
-25
288
$153K 0.02%
6,142
289
$153K 0.02%
+8,944
290
$152K 0.02%
+9,200
291
$150K 0.02%
2,300
292
$149K 0.02%
1,920
+65
293
$148K 0.02%
6,235
+645
294
$147K 0.02%
4,597
+907
295
$147K 0.02%
638
+93
296
$146K 0.02%
5,244
+499
297
$145K 0.02%
10,715
298
$143K 0.02%
3,575
+2,800
299
$142K 0.02%
5,135
-20
300
$140K 0.02%
3,700
10 11
12
13 14