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
$648M
AUM Growth
+$37.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
793
New
Increased
Reduced
Closed

Top Buys

1
+$620K
2
+$555K
3
+$488K
4
COF icon
Capital One
COF
+$461K
5
CMCSA icon
Comcast
CMCSA
+$433K

Top Sells

1
+$614K
2
+$565K
3
+$429K
4
NEE icon
NextEra Energy
NEE
+$340K
5
KN icon
Knowles
KN
+$219K

Sector Composition

1 Industrials 13.7%
2 Healthcare 13%
3 Technology 11.33%
4 Consumer Staples 10.5%
5 Energy 9.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$33K 0.01%
300
427
$33K 0.01%
+500
428
$33K 0.01%
1,026
429
$32K ﹤0.01%
1,825
+600
430
$32K ﹤0.01%
361
+81
431
$32K ﹤0.01%
2,024
+134
432
$32K ﹤0.01%
625
433
$32K ﹤0.01%
2,914
434
$32K ﹤0.01%
752
435
$32K ﹤0.01%
525
+13
436
$31K ﹤0.01%
860
437
$31K ﹤0.01%
349
-146
438
$31K ﹤0.01%
150
439
$31K ﹤0.01%
250
440
$31K ﹤0.01%
282
441
$31K ﹤0.01%
720
442
$30K ﹤0.01%
25
443
$30K ﹤0.01%
1,000
444
$30K ﹤0.01%
400
445
$29K ﹤0.01%
+175
446
$29K ﹤0.01%
1,100
447
$29K ﹤0.01%
959
-7,233
448
$29K ﹤0.01%
400
449
$29K ﹤0.01%
300
450
$29K ﹤0.01%
400
16 17
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