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
$687M
AUM Growth
+$257K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
875
New
Increased
Reduced
Closed

Top Buys

1
+$779K
2
+$773K
3
+$738K
4
BLK icon
Blackrock
BLK
+$664K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$501K

Top Sells

1
+$1.11M
2
+$922K
3
+$445K
4
BHP icon
BHP
BHP
+$400K
5
ORCL icon
Oracle
ORCL
+$326K

Sector Composition

1 Healthcare 14.28%
2 Industrials 13.39%
3 Technology 11.49%
4 Consumer Staples 10.47%
5 Financials 9.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$28K ﹤0.01%
1,100
477
$28K ﹤0.01%
3,000
478
$27K ﹤0.01%
336
-102
479
$27K ﹤0.01%
473
480
$27K ﹤0.01%
+338
481
$27K ﹤0.01%
297
+201
482
$27K ﹤0.01%
870
483
$27K ﹤0.01%
800
484
$27K ﹤0.01%
175
485
$27K ﹤0.01%
525
486
$27K ﹤0.01%
1,000
+800
487
$27K ﹤0.01%
500
488
$26K ﹤0.01%
600
489
$26K ﹤0.01%
510
490
$26K ﹤0.01%
150
491
$26K ﹤0.01%
1,000
492
$26K ﹤0.01%
+1,000
493
$25K ﹤0.01%
781
+312
494
$25K ﹤0.01%
963
495
$25K ﹤0.01%
900
496
$25K ﹤0.01%
1,200
497
$25K ﹤0.01%
400
498
$25K ﹤0.01%
300
499
$25K ﹤0.01%
500
500
$25K ﹤0.01%
400
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