TCOV

Trust Company of Vermont Portfolio holdings

AUM $2.4B
1-Year Est. Return 18.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$512M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
726
New
Increased
Reduced
Closed

Top Buys

1
+$18.7M
2
+$12.2M
3
+$11.7M
4
IBM icon
IBM
IBM
+$11.6M
5
CVX icon
Chevron
CVX
+$10.8M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 12.61%
2 Consumer Staples 12.5%
3 Healthcare 11.99%
4 Technology 11.4%
5 Energy 9.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$14K ﹤0.01%
+566
502
$14K ﹤0.01%
+1,000
503
$14K ﹤0.01%
+208
504
$14K ﹤0.01%
+400
505
$14K ﹤0.01%
+500
506
$13K ﹤0.01%
+1,000
507
$13K ﹤0.01%
+300
508
$13K ﹤0.01%
+600
509
$13K ﹤0.01%
+720
510
$13K ﹤0.01%
+567
511
$13K ﹤0.01%
+586
512
$13K ﹤0.01%
+150
513
$13K ﹤0.01%
+300
514
$13K ﹤0.01%
+280
515
$13K ﹤0.01%
+389
516
$13K ﹤0.01%
+576
517
$12K ﹤0.01%
+260
518
$12K ﹤0.01%
+510
519
$12K ﹤0.01%
+833
520
$12K ﹤0.01%
+104
521
$12K ﹤0.01%
+30
522
$12K ﹤0.01%
+309
523
$12K ﹤0.01%
+833
524
$12K ﹤0.01%
+380
525
$12K ﹤0.01%
+450
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