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
$698M
AUM Growth
+$55.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
886
New
Increased
Reduced
Closed

Top Buys

1
+$9.24M
2
+$3.05M
3
+$2.35M
4
UNP icon
Union Pacific
UNP
+$1.31M
5
MA icon
Mastercard
MA
+$1.07M

Top Sells

1
+$2.64M
2
+$1.45M
3
+$1.18M
4
MDT icon
Medtronic
MDT
+$860K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$791K

Sector Composition

1 Healthcare 14.3%
2 Industrials 13.21%
3 Consumer Staples 11.2%
4 Technology 10.79%
5 Financials 10.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$79K 0.01%
6,950
327
$79K 0.01%
1,750
328
$78K 0.01%
4,080
329
$77K 0.01%
2,240
330
$77K 0.01%
1,200
331
$77K 0.01%
2,350
332
$77K 0.01%
1,775
-43
333
$76K 0.01%
950
334
$76K 0.01%
1,283
+866
335
$76K 0.01%
5,650
-4,500
336
$75K 0.01%
3,000
337
$73K 0.01%
2,170
338
$72K 0.01%
6,300
339
$72K 0.01%
913
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340
$72K 0.01%
1,672
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341
$71K 0.01%
2,226
+36
342
$70K 0.01%
1,728
343
$70K 0.01%
2,092
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344
$69K 0.01%
1,273
345
$69K 0.01%
3,520
+130
346
$68K 0.01%
865
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347
$68K 0.01%
7,640
+1,140
348
$67K 0.01%
+3,359
349
$66K 0.01%
958
+93
350
$65K 0.01%
2,290
12 13
14
15 16