TCOV

Trust Company of Vermont Portfolio holdings

AUM $2.4B
1-Year Est. Return 18.75%
This Quarter Est. Return
1 Year Est. Return
+18.75%
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
451
$28K ﹤0.01%
1,100
452
$27K ﹤0.01%
150
453
$27K ﹤0.01%
2,250
454
$27K ﹤0.01%
150
-22
455
$27K ﹤0.01%
1,000
456
$27K ﹤0.01%
1,000
457
$27K ﹤0.01%
525
458
$26K ﹤0.01%
2,520
459
$26K ﹤0.01%
400
460
$26K ﹤0.01%
877
461
$26K ﹤0.01%
175
462
$26K ﹤0.01%
1,000
463
$25K ﹤0.01%
223
464
$25K ﹤0.01%
915
-1,375
465
$25K ﹤0.01%
1,000
466
$25K ﹤0.01%
781
467
$24K ﹤0.01%
2,000
468
$24K ﹤0.01%
400
469
$24K ﹤0.01%
510
470
$24K ﹤0.01%
1,471
-88
471
$24K ﹤0.01%
500
472
$24K ﹤0.01%
900
473
$24K ﹤0.01%
833
-87
474
$24K ﹤0.01%
1,000
475
$24K ﹤0.01%
500
17 18
19
20 21