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
$687M
AUM Growth
+$1.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
860
New
Increased
Reduced
Closed

Top Buys

1
+$4.61M
2
+$875K
3
+$873K
4
TXN icon
Texas Instruments
TXN
+$837K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$782K

Top Sells

1
+$6.71M
2
+$1.36M
3
+$750K
4
MCD icon
McDonald's
MCD
+$572K
5
MO icon
Altria Group
MO
+$532K

Sector Composition

1 Healthcare 13.77%
2 Industrials 13.71%
3 Technology 11.57%
4 Consumer Staples 10.7%
5 Financials 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$42K 0.01%
691
402
$42K 0.01%
752
403
$42K 0.01%
2,170
404
$42K 0.01%
1,600
405
$41K 0.01%
500
+135
406
$41K 0.01%
741
407
$41K 0.01%
1,064
408
$41K 0.01%
700
409
$41K 0.01%
360
+30
410
$41K 0.01%
997
411
$40K 0.01%
300
412
$40K 0.01%
503
413
$40K 0.01%
+400
414
$40K 0.01%
4,190
-1,126
415
$39K 0.01%
425
416
$39K 0.01%
350
+275
417
$39K 0.01%
2,022
418
$38K 0.01%
349
419
$38K 0.01%
500
-80
420
$38K 0.01%
500
421
$37K 0.01%
500
422
$37K 0.01%
625
423
$36K 0.01%
350
424
$36K 0.01%
1,142
425
$36K 0.01%
900
15 16
17
18 19