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
+$257K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
875
New
Increased
Reduced
Closed

Top Buys

1
+$779K
2
+$773K
3
+$738K
4
BLK icon
Blackrock
BLK
+$664K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$501K

Top Sells

1
+$1.11M
2
+$922K
3
+$445K
4
BHP icon
BHP
BHP
+$400K
5
ORCL icon
Oracle
ORCL
+$326K

Sector Composition

1 Healthcare 14.28%
2 Industrials 13.39%
3 Technology 11.49%
4 Consumer Staples 10.47%
5 Financials 9.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$56K 0.01%
3,279
+161
377
$56K 0.01%
1,731
+1,206
378
$54K 0.01%
1,793
379
$54K 0.01%
2,733
380
$53K 0.01%
600
381
$52K 0.01%
1,100
382
$52K 0.01%
2,000
383
$51K 0.01%
1,099
+65
384
$51K 0.01%
1,106
385
$50K 0.01%
323
+23
386
$50K 0.01%
1,177
387
$49K 0.01%
1,216
-124
388
$49K 0.01%
710
389
$48K 0.01%
300
390
$48K 0.01%
390
+30
391
$47K 0.01%
700
392
$47K 0.01%
452
+103
393
$47K 0.01%
1,358
-736
394
$47K 0.01%
100
395
$47K 0.01%
725
+589
396
$46K 0.01%
+512
397
$45K 0.01%
674
398
$45K 0.01%
1,047
+47
399
$45K 0.01%
1,241
400
$45K 0.01%
3,727
-3,500
14 15
16
17 18