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
426
$80K 0.01%
+1,500
427
$80K 0.01%
+693
428
$80K 0.01%
+585
429
$79K 0.01%
+2,104
430
$79K 0.01%
+1,344
431
$79K 0.01%
+300
432
$79K 0.01%
+2,426
433
$78K ﹤0.01%
+2,939
434
$78K ﹤0.01%
+376
435
$78K ﹤0.01%
7,277
-2,750
436
$77K ﹤0.01%
+2,400
437
$77K ﹤0.01%
+1,029
438
$76K ﹤0.01%
+587
439
$76K ﹤0.01%
+485
440
$75K ﹤0.01%
+1,000
441
$74K ﹤0.01%
+919
442
$73K ﹤0.01%
+2,179
443
$73K ﹤0.01%
+280
444
$72K ﹤0.01%
+735
445
$71K ﹤0.01%
+1,678
446
$71K ﹤0.01%
+3,300
447
$70K ﹤0.01%
+583
448
$70K ﹤0.01%
+1,378
449
$68K ﹤0.01%
+500
450
$68K ﹤0.01%
+700
16 17
18
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