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
$797M
AUM Growth
+$44.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
956
New
Increased
Reduced
Closed

Top Buys

1
+$938K
2
+$911K
3
+$856K
4
GE icon
GE Aerospace
GE
+$812K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$798K

Top Sells

1
+$1.25M
2
+$706K
3
+$555K
4
EMC
EMC CORPORATION
EMC
+$552K
5
DHR icon
Danaher
DHR
+$551K

Sector Composition

1 Healthcare 13.98%
2 Industrials 13.34%
3 Technology 11.02%
4 Consumer Staples 10.8%
5 Financials 10.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$55K 0.01%
1,047
402
$55K 0.01%
432
403
$54K 0.01%
2,241
+791
404
$54K 0.01%
518
405
$54K 0.01%
+2,200
406
$54K 0.01%
3,416
407
$53K 0.01%
+635
408
$52K 0.01%
2,000
409
$51K 0.01%
450
410
$51K 0.01%
1,926
-126
411
$51K 0.01%
1,241
412
$51K 0.01%
600
413
$50K 0.01%
1,800
414
$50K 0.01%
1,650
415
$49K 0.01%
40
416
$49K 0.01%
2,025
+1,325
417
$49K 0.01%
1,632
418
$49K 0.01%
270
419
$49K 0.01%
498
-340
420
$48K 0.01%
1,375
-100
421
$47K 0.01%
752
422
$46K 0.01%
600
423
$46K 0.01%
3,263
+3,125
424
$46K 0.01%
982
425
$45K 0.01%
300
15 16
17
18 19