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
476
$16K ﹤0.01%
+400
477
$16K ﹤0.01%
+200
478
$16K ﹤0.01%
+500
479
$16K ﹤0.01%
+1,150
480
$16K ﹤0.01%
+203
481
$16K ﹤0.01%
+200
482
$16K ﹤0.01%
+1,000
483
$16K ﹤0.01%
+804
484
$15K ﹤0.01%
+180
485
$15K ﹤0.01%
+300
486
$15K ﹤0.01%
+400
487
$15K ﹤0.01%
+428
488
$15K ﹤0.01%
+200
489
$15K ﹤0.01%
+300
490
$15K ﹤0.01%
+400
491
$15K ﹤0.01%
+318
492
$14K ﹤0.01%
+888
493
$14K ﹤0.01%
+383
494
$14K ﹤0.01%
+875
495
$14K ﹤0.01%
+400
496
$14K ﹤0.01%
+1,000
497
$14K ﹤0.01%
+900
498
$14K ﹤0.01%
+740
499
$14K ﹤0.01%
+675
500
$14K ﹤0.01%
+400
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