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
$715M
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
855
New
Increased
Reduced
Closed

Top Buys

1
+$1.55M
2
+$1.31M
3
+$1.28M
4
NVS icon
Novartis
NVS
+$1.03M
5
AMZN icon
Amazon
AMZN
+$821K

Top Sells

1
+$9.36M
2
+$1.76M
3
+$1.41M
4
IBM icon
IBM
IBM
+$1.14M
5
AMAT icon
Applied Materials
AMAT
+$664K

Sector Composition

1 Healthcare 13.79%
2 Industrials 13.62%
3 Consumer Staples 11.51%
4 Technology 10.73%
5 Financials 10.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$34K ﹤0.01%
637
-37
427
$34K ﹤0.01%
997
428
$34K ﹤0.01%
500
429
$33K ﹤0.01%
853
+600
430
$33K ﹤0.01%
1,142
-557
431
$33K ﹤0.01%
500
432
$33K ﹤0.01%
+525
433
$32K ﹤0.01%
260
434
$32K ﹤0.01%
1,050
435
$31K ﹤0.01%
1,000
436
$31K ﹤0.01%
1,175
437
$31K ﹤0.01%
1,200
438
$31K ﹤0.01%
678
439
$31K ﹤0.01%
160
440
$31K ﹤0.01%
775
441
$30K ﹤0.01%
296
-65
442
$30K ﹤0.01%
325
443
$30K ﹤0.01%
3,000
444
$30K ﹤0.01%
1,400
+200
445
$30K ﹤0.01%
1,150
+150
446
$29K ﹤0.01%
294
447
$29K ﹤0.01%
282
448
$29K ﹤0.01%
3,000
449
$28K ﹤0.01%
338
+275
450
$28K ﹤0.01%
600
+300
16 17
18
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