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
$648M
AUM Growth
+$37.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
793
New
Increased
Reduced
Closed

Top Buys

1
+$620K
2
+$555K
3
+$488K
4
COF icon
Capital One
COF
+$461K
5
CMCSA icon
Comcast
CMCSA
+$433K

Top Sells

1
+$614K
2
+$565K
3
+$429K
4
NEE icon
NextEra Energy
NEE
+$340K
5
KN icon
Knowles
KN
+$219K

Sector Composition

1 Industrials 13.7%
2 Healthcare 13%
3 Technology 11.33%
4 Consumer Staples 10.5%
5 Energy 9.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$21K ﹤0.01%
1,000
502
$20K ﹤0.01%
300
503
$20K ﹤0.01%
424
504
$20K ﹤0.01%
308
505
$20K ﹤0.01%
425
506
$20K ﹤0.01%
2,250
507
$20K ﹤0.01%
400
508
$20K ﹤0.01%
750
509
$20K ﹤0.01%
255
510
$20K ﹤0.01%
800
511
$19K ﹤0.01%
150
512
$19K ﹤0.01%
259
513
$19K ﹤0.01%
875
514
$19K ﹤0.01%
300
515
$19K ﹤0.01%
400
516
$19K ﹤0.01%
203
517
$19K ﹤0.01%
+3,000
518
$19K ﹤0.01%
208
519
$19K ﹤0.01%
525
520
$18K ﹤0.01%
654
521
$18K ﹤0.01%
524
522
$18K ﹤0.01%
400
523
$18K ﹤0.01%
675
524
$18K ﹤0.01%
370
525
$18K ﹤0.01%
525
19 20
21
22 23