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
$698M
AUM Growth
+$55.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
886
New
Increased
Reduced
Closed

Top Buys

1
+$9.24M
2
+$3.05M
3
+$2.35M
4
UNP icon
Union Pacific
UNP
+$1.31M
5
MA icon
Mastercard
MA
+$1.07M

Top Sells

1
+$2.64M
2
+$1.45M
3
+$1.18M
4
MDT icon
Medtronic
MDT
+$860K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$791K

Sector Composition

1 Healthcare 14.3%
2 Industrials 13.21%
3 Consumer Staples 11.2%
4 Technology 10.79%
5 Financials 10.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$25K ﹤0.01%
172
+22
477
$25K ﹤0.01%
877
+177
478
$25K ﹤0.01%
1,000
479
$25K ﹤0.01%
265
+57
480
$24K ﹤0.01%
400
481
$24K ﹤0.01%
600
482
$24K ﹤0.01%
900
483
$24K ﹤0.01%
+223
484
$24K ﹤0.01%
1,800
485
$24K ﹤0.01%
1,139
486
$24K ﹤0.01%
600
487
$24K ﹤0.01%
500
488
$23K ﹤0.01%
200
489
$23K ﹤0.01%
532
490
$23K ﹤0.01%
510
491
$23K ﹤0.01%
1,000
492
$23K ﹤0.01%
900
493
$23K ﹤0.01%
+2,500
494
$22K ﹤0.01%
400
495
$22K ﹤0.01%
332
+50
496
$22K ﹤0.01%
524
497
$22K ﹤0.01%
400
498
$22K ﹤0.01%
500
499
$22K ﹤0.01%
960
500
$22K ﹤0.01%
208
18 19
20
21 22