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
26
$5.21M 1.02%
+196,097
27
$5.04M 0.99%
+134,598
28
$5M 0.98%
+103,464
29
$4.78M 0.93%
+136,906
30
$4.77M 0.93%
+66,303
31
$4.73M 0.92%
+68,368
32
$4.67M 0.91%
+88,473
33
$4.59M 0.9%
+72,441
34
$4.5M 0.88%
+184,848
35
$4.49M 0.88%
+128,383
36
$4.47M 0.87%
+129,328
37
$4.38M 0.85%
+107,768
38
$4.13M 0.81%
+72,731
39
$4.09M 0.8%
+47,189
40
$4.07M 0.79%
+64,446
41
$4.05M 0.79%
+47,550
42
$4.01M 0.78%
+66,406
43
$3.86M 0.75%
+93,314
44
$3.85M 0.75%
+62,044
45
$3.7M 0.72%
+83,541
46
$3.56M 0.7%
+121,631
47
$3.53M 0.69%
+160,921
48
$3.5M 0.68%
+41,345
49
$3.46M 0.68%
+62,061
50
$3.46M 0.67%
+86,135
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2
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