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
26
$8.09M 1.01%
121,482
+3,504
27
$8M 1%
66,721
+67
28
$7.93M 0.99%
259,184
+920
29
$7.74M 0.97%
183,078
+3,325
30
$7.45M 0.93%
105,325
+4,527
31
$7.29M 0.91%
47,983
+3,068
32
$7.11M 0.89%
51,153
+1,320
33
$7.09M 0.89%
19,576
+762
34
$7.05M 0.88%
40,194
+1,522
35
$6.66M 0.83%
177,959
-4,892
36
$6.51M 0.82%
56,402
+1,103
37
$6.44M 0.81%
66,029
+3,953
38
$6.33M 0.79%
49,324
+4,294
39
$6.31M 0.79%
61,995
+2,189
40
$6.22M 0.78%
165,379
-67
41
$5.92M 0.74%
46,020
+3,348
42
$5.84M 0.73%
125,473
-26,791
43
$5.77M 0.72%
47,423
+768
44
$5.76M 0.72%
49,681
+4,488
45
$5.61M 0.7%
63,657
+1,508
46
$5.57M 0.7%
34,991
+194
47
$5.56M 0.7%
57,247
+2,069
48
$5.35M 0.67%
89,902
+2,566
49
$5.23M 0.66%
95,952
-4,195
50
$5.08M 0.64%
33,299
-141
1
2
3 4 5