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
$648M
AUM Growth
+$37.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
793
New
Increased
Reduced
Closed

Top Buys

1
+$620K
2
+$555K
3
+$488K
4
COF icon
Capital One
COF
+$461K
5
CMCSA icon
Comcast
CMCSA
+$433K

Top Sells

1
+$614K
2
+$565K
3
+$429K
4
NEE icon
NextEra Energy
NEE
+$340K
5
KN icon
Knowles
KN
+$219K

Sector Composition

1 Industrials 13.7%
2 Healthcare 13%
3 Technology 11.33%
4 Consumer Staples 10.5%
5 Energy 9.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$25K ﹤0.01%
1,000
477
$25K ﹤0.01%
200
478
$25K ﹤0.01%
269
479
$24K ﹤0.01%
1,000
480
$24K ﹤0.01%
950
481
$24K ﹤0.01%
200
482
$24K ﹤0.01%
1,000
-350
483
$24K ﹤0.01%
200
484
$24K ﹤0.01%
959
-241
485
$23K ﹤0.01%
340
486
$23K ﹤0.01%
610
+510
487
$23K ﹤0.01%
500
488
$23K ﹤0.01%
400
489
$23K ﹤0.01%
429
490
$23K ﹤0.01%
398
-56
491
$23K ﹤0.01%
+225
492
$23K ﹤0.01%
300
493
$22K ﹤0.01%
368
494
$22K ﹤0.01%
450
+150
495
$22K ﹤0.01%
564
496
$21K ﹤0.01%
200
497
$21K ﹤0.01%
1,000
498
$21K ﹤0.01%
300
499
$21K ﹤0.01%
1,000
500
$21K ﹤0.01%
1,950
+750
18 19
20
21 22