TCOV

Trust Company of Vermont Portfolio holdings

AUM $2.4B
1-Year Est. Return 18.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.8%
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
+$18.7M
2
+$12.2M
3
+$11.7M
4
IBM icon
IBM
IBM
+$11.6M
5
CVX icon
Chevron
CVX
+$10.8M

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%
+1,175
327
$46K 0.01%
+975
328
$46K 0.01%
+3,400
329
$46K 0.01%
+1,000
330
$46K 0.01%
+2,733
331
$46K 0.01%
+1,163
332
$45K 0.01%
+1,100
333
$45K 0.01%
+448
334
$44K 0.01%
+978
335
$43K 0.01%
+2,504
336
$43K 0.01%
+950
337
$43K 0.01%
+594
338
$43K 0.01%
+951
339
$43K 0.01%
+500
340
$42K 0.01%
+390
341
$42K 0.01%
+100
342
$42K 0.01%
+2,000
343
$40K 0.01%
+1,600
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
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