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
351
$40K 0.01%
+672
352
$40K 0.01%
+1,300
353
$39K 0.01%
+425
354
$39K 0.01%
+630
355
$39K 0.01%
+1,100
356
$39K 0.01%
+800
357
$39K 0.01%
+1,142
358
$39K 0.01%
+100
359
$38K 0.01%
+800
360
$38K 0.01%
+1,500
361
$38K 0.01%
+1,500
362
$37K 0.01%
+1,000
363
$37K 0.01%
+420
364
$37K 0.01%
+330
365
$37K 0.01%
+625
366
$37K 0.01%
+1,875
367
$36K 0.01%
+2,626
368
$36K 0.01%
+1,106
369
$36K 0.01%
+2,333
370
$36K 0.01%
+373
371
$36K 0.01%
+2,050
372
$36K 0.01%
+822
373
$35K 0.01%
+500
374
$35K 0.01%
+450
375
$35K 0.01%
+1,333
13 14
15
16 17