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
+$257K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
875
New
Increased
Reduced
Closed

Top Buys

1
+$779K
2
+$773K
3
+$738K
4
BLK icon
Blackrock
BLK
+$664K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$501K

Top Sells

1
+$1.11M
2
+$922K
3
+$445K
4
BHP icon
BHP
BHP
+$400K
5
ORCL icon
Oracle
ORCL
+$326K

Sector Composition

1 Healthcare 14.28%
2 Industrials 13.39%
3 Technology 11.49%
4 Consumer Staples 10.47%
5 Financials 9.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$64K 0.01%
1,250
352
$63K 0.01%
6,500
353
$63K 0.01%
2,165
-267
354
$63K 0.01%
890
355
$63K 0.01%
3,390
356
$62K 0.01%
2,250
357
$62K 0.01%
125
358
$61K 0.01%
4,600
359
$61K 0.01%
916
+17
360
$61K 0.01%
1,057
-95
361
$61K 0.01%
450
362
$61K 0.01%
800
363
$61K 0.01%
432
364
$60K 0.01%
480
365
$60K 0.01%
2,530
-210
366
$60K 0.01%
692
+260
367
$59K 0.01%
2,539
+133
368
$59K 0.01%
800
+373
369
$59K 0.01%
2,504
370
$59K 0.01%
3,500
+3,000
371
$58K 0.01%
3,118
-525
372
$58K 0.01%
2,000
373
$57K 0.01%
1,753
+353
374
$56K 0.01%
1,556
375
$56K 0.01%
482
+83
13 14
15
16 17