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
$797M
AUM Growth
+$44.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
956
New
Increased
Reduced
Closed

Top Buys

1
+$938K
2
+$911K
3
+$856K
4
GE icon
GE Aerospace
GE
+$812K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$798K

Top Sells

1
+$1.25M
2
+$706K
3
+$555K
4
EMC
EMC CORPORATION
EMC
+$552K
5
DHR icon
Danaher
DHR
+$551K

Sector Composition

1 Healthcare 13.98%
2 Industrials 13.34%
3 Technology 11.02%
4 Consumer Staples 10.8%
5 Financials 10.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$26K ﹤0.01%
1,634
502
$26K ﹤0.01%
214
503
$26K ﹤0.01%
325
-30
504
$26K ﹤0.01%
1,551
-150
505
$26K ﹤0.01%
1,000
506
$25K ﹤0.01%
482
507
$25K ﹤0.01%
1,000
508
$25K ﹤0.01%
239
509
$25K ﹤0.01%
380
510
$25K ﹤0.01%
800
-71
511
$25K ﹤0.01%
4,314
+794
512
$25K ﹤0.01%
1,083
-8
513
$25K ﹤0.01%
950
-200
514
$25K ﹤0.01%
175
515
$25K ﹤0.01%
1,000
516
$24K ﹤0.01%
781
517
$24K ﹤0.01%
900
518
$24K ﹤0.01%
200
519
$24K ﹤0.01%
1,050
520
$24K ﹤0.01%
196
+160
521
$24K ﹤0.01%
1,000
522
$23K ﹤0.01%
+950
523
$23K ﹤0.01%
2,108
-200
524
$23K ﹤0.01%
524
525
$23K ﹤0.01%
510
19 20
21
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