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
$715M
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
855
New
Increased
Reduced
Closed

Top Buys

1
+$1.55M
2
+$1.31M
3
+$1.28M
4
NVS icon
Novartis
NVS
+$1.03M
5
AMZN icon
Amazon
AMZN
+$821K

Top Sells

1
+$9.36M
2
+$1.76M
3
+$1.41M
4
IBM icon
IBM
IBM
+$1.14M
5
AMAT icon
Applied Materials
AMAT
+$664K

Sector Composition

1 Healthcare 13.79%
2 Industrials 13.62%
3 Consumer Staples 11.51%
4 Technology 10.73%
5 Financials 10.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$61K 0.01%
2,530
352
$61K 0.01%
5,486
+2,327
353
$60K 0.01%
3,279
354
$59K 0.01%
1,099
355
$57K 0.01%
700
356
$57K 0.01%
800
357
$56K 0.01%
1,732
358
$56K 0.01%
980
-650
359
$56K 0.01%
2,052
360
$56K 0.01%
3,500
361
$56K 0.01%
2,050
362
$56K 0.01%
3,416
363
$54K 0.01%
752
364
$53K 0.01%
1,613
365
$53K 0.01%
509
366
$53K 0.01%
1,650
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367
$52K 0.01%
2,000
368
$51K 0.01%
1,047
369
$51K 0.01%
3,520
370
$51K 0.01%
3,727
371
$51K 0.01%
432
372
$50K 0.01%
1,325
-1,174
373
$50K 0.01%
1,241
374
$50K 0.01%
1,050
375
$50K 0.01%
100
13 14
15
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