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
$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
326
$80K 0.01%
2,400
327
$79K 0.01%
6,950
+4,700
328
$77K 0.01%
2,469
+320
329
$77K 0.01%
3,000
330
$76K 0.01%
950
331
$76K 0.01%
1,822
-250
332
$75K 0.01%
2,000
333
$75K 0.01%
+732
334
$73K 0.01%
1,728
335
$73K 0.01%
684
-100
336
$72K 0.01%
1,725
+77
337
$71K 0.01%
6,300
338
$71K 0.01%
1,731
339
$70K 0.01%
500
340
$70K 0.01%
1,175
341
$69K 0.01%
865
+440
342
$69K 0.01%
2,490
343
$69K 0.01%
1,203
-1,544
344
$68K 0.01%
2,000
345
$66K 0.01%
1,549
346
$66K 0.01%
1,765
347
$66K 0.01%
1,040
348
$64K 0.01%
1,680
+616
349
$64K 0.01%
1,273
-777
350
$64K 0.01%
2,501
+71
12 13
14
15 16