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
$715M
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
855
New
Increased
Reduced
Closed

Top Buys

1
+$1.55M
2
+$1.31M
3
+$1.28M
4
NVS icon
Novartis
NVS
+$1.03M
5
AMZN icon
Amazon
AMZN
+$821K

Top Sells

1
+$9.36M
2
+$1.76M
3
+$1.41M
4
IBM icon
IBM
IBM
+$1.14M
5
AMAT icon
Applied Materials
AMAT
+$664K

Sector Composition

1 Healthcare 13.79%
2 Industrials 13.62%
3 Consumer Staples 11.51%
4 Technology 10.73%
5 Financials 10.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$20K ﹤0.01%
1,800
502
$20K ﹤0.01%
382
503
$20K ﹤0.01%
468
504
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450
505
$19K ﹤0.01%
285
506
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740
507
$19K ﹤0.01%
230
-15
508
$19K ﹤0.01%
500
509
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312
-36
510
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750
511
$19K ﹤0.01%
269
512
$19K ﹤0.01%
3,000
513
$18K ﹤0.01%
253
514
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229
515
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300
516
$18K ﹤0.01%
2,500
517
$18K ﹤0.01%
230
518
$18K ﹤0.01%
400
519
$18K ﹤0.01%
200
-65
520
$18K ﹤0.01%
300
521
$17K ﹤0.01%
200
522
$17K ﹤0.01%
1,025
523
$17K ﹤0.01%
2,000
-1,000
524
$17K ﹤0.01%
198
525
$17K ﹤0.01%
520
19 20
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