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
$512M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
726
New
Increased
Reduced
Closed

Top Buys

1
+$18.8M
2
+$12.3M
3
+$11.5M
4
IBM icon
IBM
IBM
+$10.9M
5
CVX icon
Chevron
CVX
+$10.6M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 12.61%
2 Consumer Staples 12.5%
3 Healthcare 11.99%
4 Technology 11.4%
5 Energy 9.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$20K ﹤0.01%
+800
452
$20K ﹤0.01%
+400
453
$20K ﹤0.01%
+360
454
$20K ﹤0.01%
+800
455
$19K ﹤0.01%
+200
456
$19K ﹤0.01%
+150
457
$19K ﹤0.01%
+2,100
458
$19K ﹤0.01%
+370
459
$18K ﹤0.01%
+524
460
$18K ﹤0.01%
+1,550
461
$18K ﹤0.01%
+400
462
$18K ﹤0.01%
+450
463
$17K ﹤0.01%
+454
464
$17K ﹤0.01%
+380
465
$17K ﹤0.01%
+1,858
466
$17K ﹤0.01%
+110
467
$17K ﹤0.01%
+350
468
$17K ﹤0.01%
+192
469
$17K ﹤0.01%
+2,500
470
$17K ﹤0.01%
+2,250
471
$17K ﹤0.01%
+500
472
$16K ﹤0.01%
+257
473
$16K ﹤0.01%
+700
474
$16K ﹤0.01%
+308
475
$16K ﹤0.01%
+400
17 18
19
20 21