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
$687M
AUM Growth
+$1.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
860
New
Increased
Reduced
Closed

Top Buys

1
+$4.61M
2
+$875K
3
+$873K
4
TXN icon
Texas Instruments
TXN
+$837K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$782K

Top Sells

1
+$6.71M
2
+$1.36M
3
+$750K
4
MCD icon
McDonald's
MCD
+$572K
5
MO icon
Altria Group
MO
+$532K

Sector Composition

1 Healthcare 13.77%
2 Industrials 13.71%
3 Technology 11.57%
4 Consumer Staples 10.7%
5 Financials 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$65K 0.01%
2,250
352
$64K 0.01%
890
353
$63K 0.01%
480
354
$63K 0.01%
6,300
355
$63K 0.01%
6,500
356
$62K 0.01%
1,189
357
$62K 0.01%
1,040
-100
358
$61K 0.01%
432
359
$60K 0.01%
775
-50
360
$60K 0.01%
600
361
$59K 0.01%
2,504
362
$59K 0.01%
1,210
+445
363
$58K 0.01%
1,793
364
$58K 0.01%
899
-1
365
$58K 0.01%
1,177
366
$58K 0.01%
680
-100
367
$57K 0.01%
2,000
368
$56K 0.01%
2,406
369
$56K 0.01%
2,430
370
$55K 0.01%
2,733
371
$54K 0.01%
450
372
$53K 0.01%
2,000
373
$53K 0.01%
1,275
374
$53K 0.01%
1,100
375
$52K 0.01%
+1,556
13 14
15
16 17