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
$648M
AUM Growth
+$37.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
793
New
Increased
Reduced
Closed

Top Buys

1
+$620K
2
+$555K
3
+$488K
4
COF icon
Capital One
COF
+$461K
5
CMCSA icon
Comcast
CMCSA
+$433K

Top Sells

1
+$614K
2
+$565K
3
+$429K
4
NEE icon
NextEra Energy
NEE
+$340K
5
KN icon
Knowles
KN
+$219K

Sector Composition

1 Industrials 13.7%
2 Healthcare 13%
3 Technology 11.33%
4 Consumer Staples 10.5%
5 Energy 9.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$37K 0.01%
200
402
$37K 0.01%
1,127
-537
403
$37K 0.01%
+900
404
$37K 0.01%
600
405
$36K 0.01%
500
406
$36K 0.01%
250
407
$36K 0.01%
601
+12
408
$35K 0.01%
600
-111
409
$35K 0.01%
455
+10
410
$35K 0.01%
436
+130
411
$35K 0.01%
1,034
+27
412
$35K 0.01%
1,870
+250
413
$35K 0.01%
1,111
414
$35K 0.01%
3,118
+75
415
$35K 0.01%
1,551
+40
416
$35K 0.01%
+500
417
$34K 0.01%
1,200
+1,000
418
$34K 0.01%
760
-950
419
$34K 0.01%
1,737
420
$34K 0.01%
500
+200
421
$34K 0.01%
903
+20
422
$33K 0.01%
718
-1,205
423
$33K 0.01%
475
-500
424
$33K 0.01%
1,000
425
$33K 0.01%
500
15 16
17
18 19