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
476
$18K ﹤0.01%
+280
477
$18K ﹤0.01%
300
478
$18K ﹤0.01%
337
479
$18K ﹤0.01%
308
480
$18K ﹤0.01%
200
481
$18K ﹤0.01%
675
482
$18K ﹤0.01%
2,250
483
$18K ﹤0.01%
1,000
484
$18K ﹤0.01%
1,000
485
$17K ﹤0.01%
+400
486
$17K ﹤0.01%
1,150
487
$17K ﹤0.01%
800
488
$17K ﹤0.01%
203
489
$17K ﹤0.01%
300
490
$17K ﹤0.01%
1,550
491
$17K ﹤0.01%
1,000
492
$17K ﹤0.01%
494
493
$17K ﹤0.01%
400
494
$17K ﹤0.01%
425
-875
495
$17K ﹤0.01%
510
496
$17K ﹤0.01%
750
497
$16K ﹤0.01%
600
498
$16K ﹤0.01%
700
499
$16K ﹤0.01%
333
500
$16K ﹤0.01%
740
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