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
$597M
AUM Growth
+$51.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
785
New
Increased
Reduced
Closed

Top Buys

1
+$710K
2
+$703K
3
+$574K
4
WFC icon
Wells Fargo
WFC
+$508K
5
COF icon
Capital One
COF
+$496K

Top Sells

1
+$742K
2
+$720K
3
+$588K
4
XOM icon
Exxon Mobil
XOM
+$567K
5
MO icon
Altria Group
MO
+$555K

Sector Composition

1 Industrials 13.87%
2 Healthcare 12.35%
3 Consumer Staples 11.39%
4 Technology 11.22%
5 Energy 9.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$16K ﹤0.01%
259
502
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503
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100
504
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1,750
-1,000
505
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520
506
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400
507
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208
508
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509
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600
510
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511
$16K ﹤0.01%
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512
$15K ﹤0.01%
900
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514
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875
516
$15K ﹤0.01%
318
517
$15K ﹤0.01%
804
518
$15K ﹤0.01%
+340
519
$15K ﹤0.01%
1,125
+300
520
$15K ﹤0.01%
1,100
521
$15K ﹤0.01%
383
522
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200
523
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285
-279
524
$15K ﹤0.01%
250
-150
525
$14K ﹤0.01%
300
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