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
301
$139K 0.02%
2,156
302
$132K 0.02%
3,198
303
$131K 0.02%
5,236
-5,361
304
$130K 0.02%
8,186
+2,700
305
$129K 0.02%
1,501
+301
306
$129K 0.02%
+2,700
307
$129K 0.02%
2,462
-500
308
$127K 0.02%
940
+740
309
$127K 0.02%
9,078
310
$126K 0.02%
+1,785
311
$125K 0.02%
2,745
+900
312
$122K 0.02%
1,128
313
$121K 0.02%
2,093
314
$120K 0.02%
1,200
-45
315
$119K 0.01%
2,538
-200
316
$119K 0.01%
782
+610
317
$118K 0.01%
+4,200
318
$117K 0.01%
+2,800
319
$116K 0.01%
3,021
-53
320
$115K 0.01%
2,874
321
$114K 0.01%
1,632
-138
322
$114K 0.01%
2,000
323
$113K 0.01%
3,102
+65
324
$112K 0.01%
2,350
325
$111K 0.01%
1,353
-20
11 12
13
14 15