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
$687M
AUM Growth
+$257K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
875
New
Increased
Reduced
Closed

Top Buys

1
+$779K
2
+$773K
3
+$738K
4
BLK icon
Blackrock
BLK
+$664K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$501K

Top Sells

1
+$1.11M
2
+$922K
3
+$445K
4
BHP icon
BHP
BHP
+$400K
5
ORCL icon
Oracle
ORCL
+$326K

Sector Composition

1 Healthcare 14.28%
2 Industrials 13.39%
3 Technology 11.49%
4 Consumer Staples 10.47%
5 Financials 9.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$38K 0.01%
1,217
+104
427
$37K 0.01%
357
+32
428
$37K 0.01%
503
429
$37K 0.01%
500
430
$36K 0.01%
510
+100
431
$36K 0.01%
2,000
432
$36K 0.01%
750
433
$36K 0.01%
997
434
$36K 0.01%
990
+90
435
$35K 0.01%
2,177
-2,341
436
$35K 0.01%
500
437
$35K 0.01%
900
438
$34K ﹤0.01%
1,653
-369
439
$34K ﹤0.01%
282
440
$33K ﹤0.01%
1,000
441
$33K ﹤0.01%
565
-176
442
$33K ﹤0.01%
678
+578
443
$33K ﹤0.01%
1,142
444
$33K ﹤0.01%
1,152
445
$33K ﹤0.01%
225
446
$33K ﹤0.01%
2,250
447
$33K ﹤0.01%
+806
448
$32K ﹤0.01%
1,000
449
$32K ﹤0.01%
+1,300
450
$32K ﹤0.01%
1,000
16 17
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