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
$715M
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
855
New
Increased
Reduced
Closed

Top Buys

1
+$1.55M
2
+$1.31M
3
+$1.28M
4
NVS icon
Novartis
NVS
+$1.03M
5
AMZN icon
Amazon
AMZN
+$821K

Top Sells

1
+$9.36M
2
+$1.76M
3
+$1.41M
4
IBM icon
IBM
IBM
+$1.14M
5
AMAT icon
Applied Materials
AMAT
+$664K

Sector Composition

1 Healthcare 13.79%
2 Industrials 13.62%
3 Consumer Staples 11.51%
4 Technology 10.73%
5 Financials 10.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$50K 0.01%
800
377
$49K 0.01%
308
378
$49K 0.01%
+4,561
379
$49K 0.01%
270
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380
$49K 0.01%
905
381
$48K 0.01%
1,163
382
$47K 0.01%
2,250
383
$47K 0.01%
600
384
$46K 0.01%
40
385
$46K 0.01%
700
386
$46K 0.01%
2,539
387
$46K 0.01%
2,733
388
$45K 0.01%
452
389
$45K 0.01%
750
-974
390
$45K 0.01%
600
391
$44K 0.01%
2,400
392
$43K 0.01%
1,888
+1,293
393
$43K 0.01%
925
-1,500
394
$43K 0.01%
1,250
395
$42K 0.01%
4,500
-600
396
$42K 0.01%
1,600
397
$41K 0.01%
250
-50
398
$41K 0.01%
1,400
399
$41K 0.01%
814
400
$41K 0.01%
1,800
14 15
16
17 18