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
+$257K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
875
New
Increased
Reduced
Closed

Top Buys

1
+$779K
2
+$773K
3
+$738K
4
BLK icon
Blackrock
BLK
+$664K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$501K

Top Sells

1
+$1.11M
2
+$922K
3
+$445K
4
BHP icon
BHP
BHP
+$400K
5
ORCL icon
Oracle
ORCL
+$326K

Sector Composition

1 Healthcare 14.28%
2 Industrials 13.39%
3 Technology 11.49%
4 Consumer Staples 10.47%
5 Financials 9.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$45K 0.01%
480
-200
402
$44K 0.01%
40
403
$44K 0.01%
492
+67
404
$44K 0.01%
1,832
405
$44K 0.01%
+445
406
$43K 0.01%
525
+25
407
$43K 0.01%
2,000
408
$43K 0.01%
700
409
$43K 0.01%
1,275
410
$42K 0.01%
500
411
$42K 0.01%
250
412
$41K 0.01%
+1,121
413
$41K 0.01%
752
414
$41K 0.01%
2,306
+136
415
$41K 0.01%
1,600
416
$41K 0.01%
1,677
+126
417
$40K 0.01%
350
418
$40K 0.01%
300
419
$40K 0.01%
899
+370
420
$39K 0.01%
350
421
$39K 0.01%
400
422
$38K 0.01%
1,175
423
$38K 0.01%
1,050
424
$38K 0.01%
500
425
$38K 0.01%
2,913
15 16
17
18 19