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
301
$105K 0.01%
2,867
+69
302
$103K 0.01%
1,972
303
$101K 0.01%
4,045
-80
304
$101K 0.01%
6,600
305
$99K 0.01%
1,373
+5
306
$99K 0.01%
2,000
-440
307
$98K 0.01%
2,404
308
$97K 0.01%
3,775
309
$95K 0.01%
2,652
-119
310
$94K 0.01%
1,746
+150
311
$94K 0.01%
1,008
+50
312
$92K 0.01%
2,350
313
$91K 0.01%
3,200
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314
$91K 0.01%
1,200
315
$90K 0.01%
1,750
316
$89K 0.01%
2,240
317
$87K 0.01%
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-100
318
$86K 0.01%
3,300
319
$86K 0.01%
1,550
320
$84K 0.01%
1,824
-400
321
$83K 0.01%
1,672
322
$82K 0.01%
594
323
$81K 0.01%
6,950
324
$80K 0.01%
2,092
325
$79K 0.01%
2,000
11 12
13
14 15