TCOV

Trust Company of Vermont Portfolio holdings

AUM $2.4B
1-Year Est. Return 18.75%
This Quarter Est. Return
1 Year Est. Return
+18.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$715M
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
855
New
Increased
Reduced
Closed

Top Buys

1
+$1.55M
2
+$1.31M
3
+$1.28M
4
NVS icon
Novartis
NVS
+$1.03M
5
AMZN icon
Amazon
AMZN
+$821K

Top Sells

1
+$9.36M
2
+$1.76M
3
+$1.41M
4
IBM icon
IBM
IBM
+$1.14M
5
AMAT icon
Applied Materials
AMAT
+$664K

Sector Composition

1 Healthcare 13.79%
2 Industrials 13.62%
3 Consumer Staples 11.51%
4 Technology 10.73%
5 Financials 10.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$24K ﹤0.01%
200
477
$23K ﹤0.01%
524
478
$23K ﹤0.01%
532
479
$23K ﹤0.01%
500
480
$23K ﹤0.01%
1,139
481
$23K ﹤0.01%
1,000
482
$23K ﹤0.01%
400
483
$23K ﹤0.01%
172
484
$23K ﹤0.01%
200
-323
485
$23K ﹤0.01%
900
486
$22K ﹤0.01%
686
-30
487
$22K ﹤0.01%
400
488
$22K ﹤0.01%
1,655
489
$22K ﹤0.01%
400
490
$22K ﹤0.01%
1,000
491
$22K ﹤0.01%
225
492
$22K ﹤0.01%
515
493
$22K ﹤0.01%
+593,000
494
$21K ﹤0.01%
504
-201
495
$21K ﹤0.01%
600
+400
496
$21K ﹤0.01%
1,217
497
$21K ﹤0.01%
800
498
$21K ﹤0.01%
250
499
$20K ﹤0.01%
600
500
$20K ﹤0.01%
1,800
18 19
20
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