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
$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
326
$47K 0.01%
+1,406
327
$47K 0.01%
+1,175
328
$46K 0.01%
+3,400
329
$46K 0.01%
+975
330
$46K 0.01%
+1,000
331
$46K 0.01%
+2,733
332
$46K 0.01%
+1,163
333
$45K 0.01%
+1,100
334
$45K 0.01%
+448
335
$44K 0.01%
+1,100
336
$43K 0.01%
+2,504
337
$43K 0.01%
+500
338
$43K 0.01%
+950
339
$43K 0.01%
+594
340
$43K 0.01%
+951
341
$42K 0.01%
+100
342
$42K 0.01%
+2,000
343
$42K 0.01%
+390
344
$40K 0.01%
+1,422
345
$40K 0.01%
+2,850
346
$40K 0.01%
+600
347
$40K 0.01%
+1,000
348
$40K 0.01%
+800
349
$40K 0.01%
+1,027
350
$40K 0.01%
+999
12 13
14
15 16