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
$597M
AUM Growth
+$51.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
785
New
Increased
Reduced
Closed

Top Buys

1
+$710K
2
+$703K
3
+$574K
4
WFC icon
Wells Fargo
WFC
+$508K
5
COF icon
Capital One
COF
+$496K

Top Sells

1
+$742K
2
+$720K
3
+$588K
4
XOM icon
Exxon Mobil
XOM
+$567K
5
MO icon
Altria Group
MO
+$555K

Sector Composition

1 Industrials 13.87%
2 Healthcare 12.35%
3 Consumer Staples 11.39%
4 Technology 11.22%
5 Energy 9.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$27K ﹤0.01%
870
-1,160
427
$27K ﹤0.01%
+250
428
$27K ﹤0.01%
+269
429
$26K ﹤0.01%
1,150
430
$26K ﹤0.01%
548
431
$25K ﹤0.01%
1,200
432
$25K ﹤0.01%
473
433
$25K ﹤0.01%
400
434
$25K ﹤0.01%
300
435
$25K ﹤0.01%
250
436
$25K ﹤0.01%
+720
437
$25K ﹤0.01%
+300
438
$25K ﹤0.01%
1,950
439
$25K ﹤0.01%
1,000
440
$25K ﹤0.01%
300
441
$24K ﹤0.01%
+300
442
$24K ﹤0.01%
380
443
$24K ﹤0.01%
480
+280
444
$24K ﹤0.01%
1,000
445
$24K ﹤0.01%
1,000
446
$24K ﹤0.01%
3,000
447
$23K ﹤0.01%
+350
448
$23K ﹤0.01%
200
449
$23K ﹤0.01%
1,000
450
$23K ﹤0.01%
280
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