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
$1.59B
AUM Growth
+$178M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
811
New
Increased
Reduced
Closed

Top Buys

1
+$4.1M
2
+$2.13M
3
+$1.53M
4
MSFT icon
Microsoft
MSFT
+$1.07M
5
DIS icon
Walt Disney
DIS
+$933K

Top Sells

1
+$1.68M
2
+$975K
3
+$831K
4
T icon
AT&T
T
+$756K
5
IBM icon
IBM
IBM
+$453K

Sector Composition

1 Technology 19.37%
2 Financials 13.8%
3 Healthcare 13.3%
4 Consumer Discretionary 10.56%
5 Consumer Staples 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$98K 0.01%
+1,400
402
$98K 0.01%
+1,775
403
$98K 0.01%
+360
404
$97K 0.01%
+172
405
$96K 0.01%
+2,160
406
$96K 0.01%
+1,232
407
$95K 0.01%
+408
408
$95K 0.01%
+1,663
409
$94K 0.01%
+650
410
$92K 0.01%
+790
411
$91K 0.01%
+1,000
412
$89K 0.01%
+2,593
413
$89K 0.01%
+2,985
414
$88K 0.01%
+463
415
$87K 0.01%
+3,977
416
$87K 0.01%
+480
417
$87K 0.01%
+100
418
$86K 0.01%
+2,625
419
$85K 0.01%
+715
420
$85K 0.01%
+1,043
421
$85K 0.01%
+1,364
422
$85K 0.01%
+300
423
$84K 0.01%
+1,247
424
$82K 0.01%
+753
425
$80K 0.01%
+340
15 16
17
18 19