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
$642M
AUM Growth
-$45.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
867
New
Increased
Reduced
Closed

Top Buys

1
+$2.53M
2
+$1.84M
3
+$1.48M
4
BKNG icon
Booking.com
BKNG
+$1.34M
5
HON icon
Honeywell
HON
+$1.11M

Top Sells

1
+$3.26M
2
+$2.55M
3
+$1.77M
4
MCD icon
McDonald's
MCD
+$1.05M
5
QCOM icon
Qualcomm
QCOM
+$948K

Sector Composition

1 Healthcare 13.92%
2 Industrials 12.99%
3 Technology 11.33%
4 Consumer Staples 11.32%
5 Financials 10.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$22K ﹤0.01%
208
502
$21K ﹤0.01%
400
503
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504
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900
505
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500
506
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564
507
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500
508
$20K ﹤0.01%
+282
509
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524
510
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532
+32
511
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468
512
$20K ﹤0.01%
500
513
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800
514
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208
+8
515
$19K ﹤0.01%
172
516
$19K ﹤0.01%
1,025
517
$19K ﹤0.01%
501
518
$19K ﹤0.01%
245
519
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200
520
$19K ﹤0.01%
515
+200
521
$19K ﹤0.01%
700
522
$19K ﹤0.01%
606
523
$19K ﹤0.01%
3,000
524
$19K ﹤0.01%
200
+150
525
$18K ﹤0.01%
400
19 20
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