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
$797M
AUM Growth
+$44.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
956
New
Increased
Reduced
Closed

Top Buys

1
+$938K
2
+$911K
3
+$856K
4
GE icon
GE Aerospace
GE
+$812K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$798K

Top Sells

1
+$1.25M
2
+$706K
3
+$555K
4
EMC
EMC CORPORATION
EMC
+$552K
5
DHR icon
Danaher
DHR
+$551K

Sector Composition

1 Healthcare 13.98%
2 Industrials 13.34%
3 Technology 11.02%
4 Consumer Staples 10.8%
5 Financials 10.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$37K ﹤0.01%
+4,778
452
$37K ﹤0.01%
593,000
453
$36K ﹤0.01%
250
454
$36K ﹤0.01%
1,175
455
$36K ﹤0.01%
896
-549
456
$36K ﹤0.01%
1,142
457
$36K ﹤0.01%
900
458
$36K ﹤0.01%
750
459
$36K ﹤0.01%
720
460
$36K ﹤0.01%
525
461
$35K ﹤0.01%
1,253
462
$35K ﹤0.01%
331
+121
463
$35K ﹤0.01%
500
-207
464
$35K ﹤0.01%
925
465
$34K ﹤0.01%
934
466
$34K ﹤0.01%
260
467
$34K ﹤0.01%
275
+75
468
$34K ﹤0.01%
951
-225
469
$33K ﹤0.01%
790
-156
470
$33K ﹤0.01%
500
471
$33K ﹤0.01%
400
472
$33K ﹤0.01%
1,000
473
$32K ﹤0.01%
400
-7
474
$32K ﹤0.01%
1,550
+550
475
$32K ﹤0.01%
400
17 18
19
20 21