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
$1.59B
AUM Growth
+$178M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
811
New
Increased
Reduced
Closed

Top Buys

1
+$4.1M
2
+$2.13M
3
+$1.53M
4
MSFT icon
Microsoft
MSFT
+$1.07M
5
DIS icon
Walt Disney
DIS
+$933K

Top Sells

1
+$1.68M
2
+$975K
3
+$831K
4
T icon
AT&T
T
+$756K
5
IBM icon
IBM
IBM
+$453K

Sector Composition

1 Technology 19.37%
2 Financials 13.8%
3 Healthcare 13.3%
4 Consumer Discretionary 10.56%
5 Consumer Staples 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$148K 0.01%
+2,846
352
$147K 0.01%
+317
353
$145K 0.01%
+2,770
354
$144K 0.01%
+472
355
$141K 0.01%
+575
356
$139K 0.01%
+2,093
357
$138K 0.01%
+1,000
358
$137K 0.01%
+1,205
359
$137K 0.01%
+2,000
360
$137K 0.01%
+1,050
361
$135K 0.01%
+1,255
362
$135K 0.01%
+365
363
$135K 0.01%
+1,334
364
$134K 0.01%
+1,650
365
$134K 0.01%
+207
366
$132K 0.01%
+1,081
367
$131K 0.01%
+8,273
368
$128K 0.01%
+4,510
369
$127K 0.01%
+500
370
$126K 0.01%
+3,970
371
$125K 0.01%
+690
372
$123K 0.01%
+3,150
373
$122K 0.01%
+878
374
$118K 0.01%
+1,583
375
$117K 0.01%
+1,000
13 14
15
16 17