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
$512M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
726
New
Increased
Reduced
Closed

Top Buys

1
+$18.8M
2
+$12.3M
3
+$11.5M
4
IBM icon
IBM
IBM
+$10.9M
5
CVX icon
Chevron
CVX
+$10.6M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 12.61%
2 Consumer Staples 12.5%
3 Healthcare 11.99%
4 Technology 11.4%
5 Energy 9.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$35K 0.01%
+1,333
377
$34K 0.01%
+648
378
$33K 0.01%
+675
379
$33K 0.01%
+1,733
380
$33K 0.01%
+752
381
$32K 0.01%
+1,181
382
$32K 0.01%
+710
383
$32K 0.01%
+300
384
$32K 0.01%
+10,500
385
$32K 0.01%
+500
386
$31K 0.01%
+163
387
$31K 0.01%
+2,072
388
$31K 0.01%
+1,218
389
$31K 0.01%
+300
390
$31K 0.01%
+1,026
391
$30K 0.01%
+1,250
392
$30K 0.01%
+713
393
$30K 0.01%
+579
394
$30K 0.01%
+1,403
395
$29K 0.01%
+350
396
$29K 0.01%
+3
397
$29K 0.01%
+1,100
398
$28K 0.01%
+350
399
$28K 0.01%
+800
400
$28K 0.01%
+876
14 15
16
17 18