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
301
$60K 0.01%
+1,250
302
$60K 0.01%
+1,900
303
$59K 0.01%
+1,571
304
$59K 0.01%
+2,078
305
$58K 0.01%
+2,174
306
$57K 0.01%
+350
307
$56K 0.01%
+2,540
308
$55K 0.01%
+6,300
309
$55K 0.01%
+1,424
310
$54K 0.01%
+1,140
311
$54K 0.01%
+600
312
$53K 0.01%
+1,360
313
$53K 0.01%
+800
314
$51K 0.01%
+2,000
315
$51K 0.01%
+2,000
316
$50K 0.01%
+7,050
317
$50K 0.01%
+2,000
318
$49K 0.01%
+4,300
319
$48K 0.01%
+1,766
320
$48K 0.01%
+500
321
$48K 0.01%
+620
322
$47K 0.01%
+753
323
$47K 0.01%
+1,852
324
$47K 0.01%
+1,200
325
$47K 0.01%
+2,750
11 12
13
14 15