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
$648M
AUM Growth
+$37.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
793
New
Increased
Reduced
Closed

Top Buys

1
+$620K
2
+$555K
3
+$488K
4
COF icon
Capital One
COF
+$461K
5
CMCSA icon
Comcast
CMCSA
+$433K

Top Sells

1
+$614K
2
+$565K
3
+$429K
4
NEE icon
NextEra Energy
NEE
+$340K
5
KN icon
Knowles
KN
+$219K

Sector Composition

1 Industrials 13.7%
2 Healthcare 13%
3 Technology 11.33%
4 Consumer Staples 10.5%
5 Energy 9.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$55K 0.01%
594
352
$55K 0.01%
691
+11
353
$55K 0.01%
2,406
+37
354
$54K 0.01%
1,500
-1,525
355
$54K 0.01%
2,150
-240
356
$53K 0.01%
2,250
357
$52K 0.01%
+1,000
358
$52K 0.01%
2,000
359
$52K 0.01%
700
360
$51K 0.01%
1,015
+25
361
$50K 0.01%
1,027
362
$50K 0.01%
+450
363
$50K 0.01%
500
364
$49K 0.01%
+500
365
$49K 0.01%
1,000
366
$49K 0.01%
2,504
367
$49K 0.01%
+2,500
368
$49K 0.01%
1,025
369
$48K 0.01%
1,200
370
$48K 0.01%
450
371
$48K 0.01%
1,825
372
$48K 0.01%
1,832
373
$47K 0.01%
+40
374
$47K 0.01%
2,000
375
$47K 0.01%
800
13 14
15
16 17