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
$687M
AUM Growth
+$1.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
860
New
Increased
Reduced
Closed

Top Buys

1 +$4.61M
2 +$875K
3 +$873K
4
TXN icon
Texas Instruments
TXN
+$837K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$782K

Top Sells

1 +$6.71M
2 +$1.36M
3 +$750K
4
MCD icon
McDonald's
MCD
+$572K
5
MO icon
Altria Group
MO
+$532K

Sector Composition

1 Healthcare 13.77%
2 Industrials 13.71%
3 Technology 11.57%
4 Consumer Staples 10.7%
5 Financials 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$52K 0.01%
710
+150
377
$52K 0.01%
800
-61
378
$51K 0.01%
399
+144
379
$49K 0.01%
100
380
$49K 0.01%
3,118
381
$48K 0.01%
390
382
$48K 0.01%
1,832
383
$47K 0.01%
1,400
384
$47K 0.01%
1,106
385
$47K 0.01%
1,241
386
$46K 0.01%
40
387
$46K 0.01%
600
388
$46K 0.01%
674
389
$45K 0.01%
700
390
$45K 0.01%
300
391
$45K 0.01%
500
392
$45K 0.01%
300
393
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+1,000
394
$45K 0.01%
416
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395
$45K 0.01%
900
396
$45K 0.01%
903
397
$44K 0.01%
2,000
398
$44K 0.01%
1,034
399
$43K 0.01%
1,175
400
$43K 0.01%
250