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
$597M
AUM Growth
+$51.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
785
New
Increased
Reduced
Closed

Top Buys

1
+$710K
2
+$703K
3
+$574K
4
WFC icon
Wells Fargo
WFC
+$508K
5
COF icon
Capital One
COF
+$496K

Top Sells

1
+$742K
2
+$720K
3
+$588K
4
XOM icon
Exxon Mobil
XOM
+$567K
5
MO icon
Altria Group
MO
+$555K

Sector Composition

1 Industrials 13.87%
2 Healthcare 12.35%
3 Consumer Staples 11.39%
4 Technology 11.22%
5 Energy 9.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$74K 0.01%
2,606
-941
302
$74K 0.01%
1,955
-470
303
$73K 0.01%
5,500
-400
304
$73K 0.01%
410
-200
305
$73K 0.01%
1,415
306
$72K 0.01%
1,676
+324
307
$72K 0.01%
858
+100
308
$71K 0.01%
1,900
309
$71K 0.01%
+122
310
$70K 0.01%
1,571
311
$66K 0.01%
2,100
+300
312
$66K 0.01%
972
+300
313
$65K 0.01%
4,600
314
$65K 0.01%
975
315
$65K 0.01%
6,500
316
$65K 0.01%
+2,560
317
$64K 0.01%
600
318
$64K 0.01%
2,000
319
$63K 0.01%
2,000
320
$62K 0.01%
1,651
+124
321
$62K 0.01%
1,100
-5,065
322
$61K 0.01%
580
+160
323
$60K 0.01%
6,300
324
$59K 0.01%
1,306
325
$59K 0.01%
1,175
11 12
13
14 15