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
$1.59B
AUM Growth
+$178M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
811
New
Increased
Reduced
Closed

Top Buys

1
+$4.1M
2
+$2.13M
3
+$1.53M
4
MSFT icon
Microsoft
MSFT
+$1.07M
5
DIS icon
Walt Disney
DIS
+$933K

Top Sells

1
+$1.68M
2
+$975K
3
+$831K
4
T icon
AT&T
T
+$756K
5
IBM icon
IBM
IBM
+$453K

Sector Composition

1 Technology 19.37%
2 Financials 13.8%
3 Healthcare 13.3%
4 Consumer Discretionary 10.56%
5 Consumer Staples 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$116K 0.01%
+2,769
377
$115K 0.01%
+1,610
378
$114K 0.01%
+745
379
$114K 0.01%
+860
380
$113K 0.01%
+7,000
381
$112K 0.01%
+610
382
$111K 0.01%
+3,245
383
$110K 0.01%
+900
384
$109K 0.01%
+6,487
385
$109K 0.01%
+1,250
386
$107K 0.01%
+2,594
387
$106K 0.01%
+800
388
$106K 0.01%
+3,045
389
$105K 0.01%
+2,588
390
$105K 0.01%
+625
391
$105K 0.01%
+1,287
392
$104K 0.01%
+800
393
$104K 0.01%
+892
394
$104K 0.01%
+506
395
$102K 0.01%
+500
396
$101K 0.01%
+1,875
397
$100K 0.01%
+2,000
398
$100K 0.01%
+1,510
399
$100K 0.01%
+2,412
400
$99K 0.01%
+2,683
14 15
16
17 18