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
$1.2B
AUM Growth
+$42.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,087
New
Increased
Reduced
Closed

Top Buys

1
+$1.62M
2
+$1.22M
3
+$846K
4
MSM icon
MSC Industrial Direct
MSM
+$801K
5
JPM icon
JPMorgan Chase
JPM
+$786K

Top Sells

1
+$1.27M
2
+$639K
3
+$639K
4
XOM icon
Exxon Mobil
XOM
+$540K
5
WFC icon
Wells Fargo
WFC
+$523K

Sector Composition

1 Technology 13.39%
2 Financials 13.27%
3 Healthcare 13.2%
4 Industrials 11.18%
5 Consumer Staples 9.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$43K ﹤0.01%
783
+100
477
$43K ﹤0.01%
500
478
$43K ﹤0.01%
1,293
-221
479
$43K ﹤0.01%
2,000
480
$43K ﹤0.01%
+1,500
481
$43K ﹤0.01%
1,937
-955
482
$43K ﹤0.01%
458
483
$42K ﹤0.01%
309
484
$42K ﹤0.01%
+800
485
$42K ﹤0.01%
6,000
486
$42K ﹤0.01%
+1,000
487
$41K ﹤0.01%
241
-18
488
$41K ﹤0.01%
+1,500
489
$41K ﹤0.01%
1,472
490
$41K ﹤0.01%
2,288
491
$40K ﹤0.01%
1,253
492
$40K ﹤0.01%
2,500
493
$40K ﹤0.01%
500
494
$40K ﹤0.01%
297
495
$39K ﹤0.01%
+1,000
496
$39K ﹤0.01%
+2,000
497
$38K ﹤0.01%
1,500
498
$38K ﹤0.01%
5,684
499
$37K ﹤0.01%
523
500
$37K ﹤0.01%
433
18 19
20
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