TCOV

Trust Company of Vermont Portfolio holdings

AUM $2.4B
1-Year Est. Return 18.75%
This Quarter Est. Return
1 Year Est. Return
+18.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$597M
AUM Growth
+$51.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
785
New
Increased
Reduced
Closed

Top Buys

1
+$710K
2
+$703K
3
+$574K
4
WFC icon
Wells Fargo
WFC
+$508K
5
COF icon
Capital One
COF
+$496K

Top Sells

1
+$742K
2
+$720K
3
+$588K
4
XOM icon
Exxon Mobil
XOM
+$567K
5
MO icon
Altria Group
MO
+$555K

Sector Composition

1 Industrials 13.87%
2 Healthcare 12.35%
3 Consumer Staples 11.39%
4 Technology 11.22%
5 Energy 9.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$39K 0.01%
1,142
377
$39K 0.01%
2,000
378
$39K 0.01%
232
+32
379
$39K 0.01%
+700
380
$39K 0.01%
425
-150
381
$38K 0.01%
2,170
+120
382
$38K 0.01%
625
383
$38K 0.01%
1,875
384
$37K 0.01%
300
385
$37K 0.01%
+735
386
$36K 0.01%
1,175
-75
387
$36K 0.01%
1,403
388
$36K 0.01%
1,620
389
$36K 0.01%
500
390
$36K 0.01%
200
391
$35K 0.01%
1,000
392
$35K 0.01%
703
393
$35K 0.01%
527
394
$34K 0.01%
245
395
$34K 0.01%
1,000
396
$33K 0.01%
900
397
$33K 0.01%
713
-43
398
$32K 0.01%
300
399
$32K 0.01%
500
400
$31K 0.01%
800
14 15
16
17 18