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
$1.59B
AUM Growth
+$178M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
811
New
Increased
Reduced
Closed

Top Buys

1
+$4.1M
2
+$2.13M
3
+$1.53M
4
MSFT icon
Microsoft
MSFT
+$1.07M
5
DIS icon
Walt Disney
DIS
+$933K

Top Sells

1
+$1.68M
2
+$975K
3
+$831K
4
T icon
AT&T
T
+$756K
5
IBM icon
IBM
IBM
+$453K

Sector Composition

1 Technology 19.37%
2 Financials 13.8%
3 Healthcare 13.3%
4 Consumer Discretionary 10.56%
5 Consumer Staples 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$52K ﹤0.01%
+2,300
477
$52K ﹤0.01%
+282
478
$52K ﹤0.01%
+650
479
$52K ﹤0.01%
+870
480
$52K ﹤0.01%
+87
481
$51K ﹤0.01%
+135
482
$50K ﹤0.01%
+186
483
$49K ﹤0.01%
+75
484
$49K ﹤0.01%
+575
485
$49K ﹤0.01%
+1,700
486
$49K ﹤0.01%
+1,160
487
$48K ﹤0.01%
+928
488
$48K ﹤0.01%
+1,747
489
$48K ﹤0.01%
+659
490
$47K ﹤0.01%
+1,157
491
$47K ﹤0.01%
+300
492
$47K ﹤0.01%
+2,261
493
$47K ﹤0.01%
+600
494
$47K ﹤0.01%
+1,542
495
$46K ﹤0.01%
+200
496
$46K ﹤0.01%
+3,355
497
$46K ﹤0.01%
+1,050
498
$44K ﹤0.01%
+204
499
$44K ﹤0.01%
+1,410
500
$44K ﹤0.01%
+179
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