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
$512M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
726
New
Increased
Reduced
Closed

Top Buys

1
+$18.8M
2
+$12.3M
3
+$11.5M
4
IBM icon
IBM
IBM
+$10.9M
5
CVX icon
Chevron
CVX
+$10.6M

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
$40K 0.01%
+1,600
354
$39K 0.01%
+1,100
355
$39K 0.01%
+425
356
$39K 0.01%
+800
357
$39K 0.01%
+1,142
358
$39K 0.01%
+630
359
$39K 0.01%
+100
360
$38K 0.01%
+800
361
$38K 0.01%
+1,500
362
$38K 0.01%
+1,500
363
$37K 0.01%
+420
364
$37K 0.01%
+330
365
$37K 0.01%
+625
366
$37K 0.01%
+1,875
367
$37K 0.01%
+1,000
368
$36K 0.01%
+1,106
369
$36K 0.01%
+2,626
370
$36K 0.01%
+2,333
371
$36K 0.01%
+373
372
$36K 0.01%
+2,050
373
$36K 0.01%
+822
374
$35K 0.01%
+450
375
$35K 0.01%
+500
13 14
15
16 17