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
$597M
AUM Growth
+$51.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
785
New
Increased
Reduced
Closed

Top Buys

1
+$710K
2
+$703K
3
+$574K
4
WFC icon
Wells Fargo
WFC
+$508K
5
COF icon
Capital One
COF
+$496K

Top Sells

1
+$742K
2
+$720K
3
+$588K
4
XOM icon
Exxon Mobil
XOM
+$567K
5
MO icon
Altria Group
MO
+$555K

Sector Composition

1 Industrials 13.87%
2 Healthcare 12.35%
3 Consumer Staples 11.39%
4 Technology 11.22%
5 Energy 9.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.14M 1.03%
286,996
-5,508
27
$5.73M 0.96%
68,170
-1,065
28
$5.67M 0.95%
194,973
-1,086
29
$5.61M 0.94%
109,936
+5,594
30
$5.6M 0.94%
77,797
+2,428
31
$5.6M 0.94%
68,078
+1,140
32
$5.59M 0.94%
73,212
+3,501
33
$5.32M 0.89%
90,987
-1,444
34
$5.11M 0.86%
133,427
-1,626
35
$5.08M 0.85%
121,835
+16,866
36
$4.83M 0.81%
67,355
+1,820
37
$4.73M 0.79%
45,376
-1,632
38
$4.73M 0.79%
66,669
-164
39
$4.66M 0.78%
175,624
+5,420
40
$4.65M 0.78%
166,703
-2,288
41
$4.6M 0.77%
114,803
+1,090
42
$4.58M 0.77%
70,747
-1,475
43
$4.53M 0.76%
118,106
-14,465
44
$4.51M 0.76%
43,646
+954
45
$4.42M 0.74%
64,922
+1,478
46
$4.36M 0.73%
120,506
+9,657
47
$4.3M 0.72%
104,075
+10,597
48
$4.09M 0.69%
109,370
+2,744
49
$4.06M 0.68%
46,620
-1,562
50
$3.88M 0.65%
81,332
-823
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2
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