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
$687M
AUM Growth
+$257K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
875
New
Increased
Reduced
Closed

Top Buys

1
+$779K
2
+$773K
3
+$738K
4
BLK icon
Blackrock
BLK
+$664K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$501K

Top Sells

1
+$1.11M
2
+$922K
3
+$445K
4
BHP icon
BHP
BHP
+$400K
5
ORCL icon
Oracle
ORCL
+$326K

Sector Composition

1 Healthcare 14.28%
2 Industrials 13.39%
3 Technology 11.49%
4 Consumer Staples 10.47%
5 Financials 9.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$98K 0.01%
1,972
+18
302
$98K 0.01%
2,250
303
$97K 0.01%
8,000
304
$96K 0.01%
2,468
+519
305
$96K 0.01%
594
306
$95K 0.01%
2,350
307
$93K 0.01%
1,200
308
$93K 0.01%
2,307
309
$92K 0.01%
704
+51
310
$91K 0.01%
435
311
$90K 0.01%
890
+60
312
$89K 0.01%
1,575
-555
313
$88K 0.01%
1,571
314
$87K 0.01%
1,500
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315
$86K 0.01%
2,652
-337
316
$85K 0.01%
2,420
+60
317
$84K 0.01%
1,728
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318
$84K 0.01%
1,471
319
$83K 0.01%
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320
$83K 0.01%
8,000
321
$83K 0.01%
3,300
322
$83K 0.01%
4,776
+1,316
323
$82K 0.01%
375
324
$81K 0.01%
1,075
+300
325
$80K 0.01%
1,512
11 12
13
14 15