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
$797M
AUM Growth
+$44.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
956
New
Increased
Reduced
Closed

Top Buys

1
+$938K
2
+$911K
3
+$856K
4
GE icon
GE Aerospace
GE
+$812K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$798K

Top Sells

1
+$1.25M
2
+$706K
3
+$555K
4
EMC
EMC CORPORATION
EMC
+$552K
5
DHR icon
Danaher
DHR
+$551K

Sector Composition

1 Healthcare 13.98%
2 Industrials 13.34%
3 Technology 11.02%
4 Consumer Staples 10.8%
5 Financials 10.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$74K 0.01%
879
+800
377
$73K 0.01%
492
+184
378
$72K 0.01%
4,600
379
$71K 0.01%
5,650
380
$71K 0.01%
1,630
381
$70K 0.01%
762
+725
382
$70K 0.01%
4,050
+1,800
383
$69K 0.01%
1,450
+950
384
$68K 0.01%
905
385
$67K 0.01%
2,206
386
$67K 0.01%
2,136
-90
387
$67K 0.01%
4,005
-75
388
$66K 0.01%
700
+599
389
$66K 0.01%
7,640
390
$66K 0.01%
+2,700
391
$66K 0.01%
3,675
+2,675
392
$65K 0.01%
800
-150
393
$65K 0.01%
1,350
+900
394
$64K 0.01%
1,545
+1,125
395
$63K 0.01%
826
396
$61K 0.01%
2,400
397
$60K 0.01%
700
398
$60K 0.01%
1,160
+180
399
$59K 0.01%
1,275
-100
400
$56K 0.01%
1,200
+700
14 15
16
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