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
$715M
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
855
New
Increased
Reduced
Closed

Top Buys

1
+$1.55M
2
+$1.31M
3
+$1.28M
4
NVS icon
Novartis
NVS
+$1.03M
5
AMZN icon
Amazon
AMZN
+$821K

Top Sells

1
+$9.36M
2
+$1.76M
3
+$1.41M
4
IBM icon
IBM
IBM
+$1.14M
5
AMAT icon
Applied Materials
AMAT
+$664K

Sector Composition

1 Healthcare 13.79%
2 Industrials 13.62%
3 Consumer Staples 11.51%
4 Technology 10.73%
5 Financials 10.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$78K 0.01%
2,761
-430
327
$78K 0.01%
2,226
328
$77K 0.01%
950
329
$77K 0.01%
2,093
330
$76K 0.01%
4,080
331
$76K 0.01%
1,770
-5
332
$75K 0.01%
1,273
333
$74K 0.01%
855
334
$74K 0.01%
2,206
335
$74K 0.01%
913
336
$71K 0.01%
1,465
337
$71K 0.01%
5,650
338
$71K 0.01%
2,248
339
$71K 0.01%
450
340
$70K 0.01%
1,728
341
$70K 0.01%
125
342
$70K 0.01%
2,170
343
$69K 0.01%
6,300
344
$69K 0.01%
443
345
$68K 0.01%
1,100
346
$67K 0.01%
7,640
347
$65K 0.01%
1,425
-124
348
$65K 0.01%
4,600
349
$65K 0.01%
1,325
350
$64K 0.01%
865
12 13
14
15 16