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
451
$68K ﹤0.01%
+1,500
452
$67K ﹤0.01%
+244
453
$67K ﹤0.01%
+400
454
$67K ﹤0.01%
+718
455
$66K ﹤0.01%
+1,148
456
$65K ﹤0.01%
+1,470
457
$65K ﹤0.01%
+200
458
$64K ﹤0.01%
+2,523
459
$64K ﹤0.01%
+1,535
460
$62K ﹤0.01%
+1,935
461
$62K ﹤0.01%
+800
462
$61K ﹤0.01%
+900
463
$61K ﹤0.01%
+575
464
$61K ﹤0.01%
+1,400
465
$60K ﹤0.01%
+1,900
466
$59K ﹤0.01%
+200
467
$58K ﹤0.01%
+434
468
$58K ﹤0.01%
+720
469
$56K ﹤0.01%
+638
470
$55K ﹤0.01%
+1,500
471
$55K ﹤0.01%
+887
472
$54K ﹤0.01%
+1,172
473
$53K ﹤0.01%
+600
474
$53K ﹤0.01%
+887
475
$52K ﹤0.01%
+1,435
17 18
19
20 21