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
$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
26
$7.03M 0.98%
55,927
-4,911
27
$7.03M 0.98%
167,940
+2,909
28
$6.97M 0.98%
48,160
-7,894
29
$6.8M 0.95%
66,373
-497
30
$6.64M 0.93%
184,950
+9,320
31
$6.39M 0.89%
227,263
-308
32
$6.28M 0.88%
153,789
-12,351
33
$6.26M 0.88%
210,940
+27,660
34
$6.25M 0.87%
96,216
+15,868
35
$6.2M 0.87%
18,212
+908
36
$6.18M 0.86%
46,350
+1,099
37
$5.78M 0.81%
167,189
-16,768
38
$5.67M 0.79%
42,460
-170
39
$5.63M 0.79%
38,025
+810
40
$5.62M 0.79%
91,406
+941
41
$5.5M 0.77%
61,279
+4,909
42
$5.5M 0.77%
101,081
-803
43
$5.47M 0.77%
57,940
+5,435
44
$5.24M 0.73%
33,280
+420
45
$5.05M 0.71%
67,185
-541
46
$4.99M 0.7%
44,739
+378
47
$4.93M 0.69%
106,966
-960
48
$4.89M 0.68%
34,548
+914
49
$4.87M 0.68%
42,686
+2,214
50
$4.83M 0.68%
60,674
+3,393
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