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
$715M
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
855
New
Increased
Reduced
Closed

Top Buys

1
+$1.55M
2
+$1.31M
3
+$1.28M
4
NVS icon
Novartis
NVS
+$1.03M
5
AMZN icon
Amazon
AMZN
+$821K

Top Sells

1
+$9.36M
2
+$1.76M
3
+$1.41M
4
IBM icon
IBM
IBM
+$1.14M
5
AMAT icon
Applied Materials
AMAT
+$664K

Sector Composition

1 Healthcare 13.79%
2 Industrials 13.62%
3 Consumer Staples 11.51%
4 Technology 10.73%
5 Financials 10.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$41K 0.01%
250
402
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300
403
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500
404
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975
405
$39K 0.01%
475
-15
406
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350
-20
407
$39K 0.01%
350
408
$39K 0.01%
2,912
409
$38K 0.01%
2,000
410
$38K 0.01%
548
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411
$37K 0.01%
956
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412
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492
-200
413
$37K 0.01%
321
414
$36K 0.01%
503
415
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300
416
$36K 0.01%
720
417
$35K ﹤0.01%
425
418
$35K ﹤0.01%
473
419
$35K ﹤0.01%
450
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$35K ﹤0.01%
1,000
421
$35K ﹤0.01%
900
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$35K ﹤0.01%
565
423
$35K ﹤0.01%
660
424
$35K ﹤0.01%
800
+200
425
$35K ﹤0.01%
1,121
15 16
17
18 19