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
$797M
AUM Growth
+$44.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
956
New
Increased
Reduced
Closed

Top Buys

1
+$938K
2
+$911K
3
+$856K
4
GE icon
GE Aerospace
GE
+$812K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$798K

Top Sells

1
+$1.25M
2
+$706K
3
+$555K
4
EMC
EMC CORPORATION
EMC
+$552K
5
DHR icon
Danaher
DHR
+$551K

Sector Composition

1 Healthcare 13.98%
2 Industrials 13.34%
3 Technology 11.02%
4 Consumer Staples 10.8%
5 Financials 10.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$106K 0.01%
4,330
-955
327
$106K 0.01%
1,972
328
$106K 0.01%
16,675
-1,600
329
$105K 0.01%
850
-44
330
$105K 0.01%
2,020
+1,220
331
$104K 0.01%
1,746
332
$104K 0.01%
+7,789
333
$102K 0.01%
1,404
334
$100K 0.01%
4,221
+4,045
335
$100K 0.01%
+5,370
336
$98K 0.01%
+800
337
$97K 0.01%
+892
338
$95K 0.01%
1,237
+490
339
$95K 0.01%
+4,200
340
$95K 0.01%
1,041
+128
341
$95K 0.01%
3,700
342
$95K 0.01%
1,550
343
$94K 0.01%
1,860
-25
344
$93K 0.01%
6,950
345
$92K 0.01%
1,750
346
$88K 0.01%
2,652
347
$88K 0.01%
+4,750
348
$87K 0.01%
1,240
+140
349
$87K 0.01%
3,728
-5,841
350
$87K 0.01%
2,800
12 13
14
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