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
$797M
AUM Growth
+$44.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
956
New
Increased
Reduced
Closed

Top Buys

1
+$938K
2
+$911K
3
+$856K
4
GE icon
GE Aerospace
GE
+$812K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$798K

Top Sells

1
+$1.25M
2
+$706K
3
+$555K
4
EMC
EMC CORPORATION
EMC
+$552K
5
DHR icon
Danaher
DHR
+$551K

Sector Composition

1 Healthcare 13.98%
2 Industrials 13.34%
3 Technology 11.02%
4 Consumer Staples 10.8%
5 Financials 10.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$86K 0.01%
1,273
352
$86K 0.01%
2,240
353
$86K 0.01%
2,514
+120
354
$85K 0.01%
+1,700
355
$83K 0.01%
855
356
$82K 0.01%
2,483
-388
357
$82K 0.01%
6,764
+4,964
358
$82K 0.01%
1,672
359
$81K 0.01%
3,200
360
$81K 0.01%
2,183
-675
361
$81K 0.01%
2,650
+1,812
362
$80K 0.01%
2,000
363
$79K 0.01%
3,700
+1,700
364
$78K 0.01%
9,250
365
$78K 0.01%
1,824
366
$78K 0.01%
1,055
+955
367
$77K 0.01%
1,465
368
$77K 0.01%
594
369
$77K 0.01%
+3,500
370
$76K 0.01%
684
+175
371
$76K 0.01%
468
+100
372
$76K 0.01%
+1,470
373
$76K 0.01%
450
374
$75K 0.01%
2,100
375
$75K 0.01%
1,728
13 14
15
16 17