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
$512M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
726
New
Increased
Reduced
Closed

Top Buys

1
+$18.8M
2
+$12.3M
3
+$11.5M
4
IBM icon
IBM
IBM
+$10.9M
5
CVX icon
Chevron
CVX
+$10.6M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 12.61%
2 Consumer Staples 12.5%
3 Healthcare 11.99%
4 Technology 11.4%
5 Energy 9.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$28K 0.01%
+703
402
$28K 0.01%
+1,737
403
$28K 0.01%
+612
404
$28K 0.01%
+1,775
405
$27K 0.01%
+245
406
$27K 0.01%
+1,620
407
$27K 0.01%
+495
408
$27K 0.01%
+559
409
$27K 0.01%
+548
410
$27K 0.01%
+150
411
$26K 0.01%
+121
412
$26K 0.01%
+860
413
$26K 0.01%
+963
414
$26K 0.01%
+820
415
$26K 0.01%
+1,350
416
$26K 0.01%
+800
417
$26K 0.01%
+400
418
$26K 0.01%
+1,000
419
$26K 0.01%
+1,000
420
$26K 0.01%
+1,000
421
$25K ﹤0.01%
+3,253
422
$25K ﹤0.01%
+1,000
423
$25K ﹤0.01%
+2,000
424
$25K ﹤0.01%
+2,000
425
$25K ﹤0.01%
+1,950
15 16
17
18 19