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
$1.59B
AUM Growth
+$178M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
811
New
Increased
Reduced
Closed

Top Buys

1
+$4.1M
2
+$2.13M
3
+$1.53M
4
MSFT icon
Microsoft
MSFT
+$1.07M
5
DIS icon
Walt Disney
DIS
+$933K

Top Sells

1
+$1.68M
2
+$975K
3
+$831K
4
T icon
AT&T
T
+$756K
5
IBM icon
IBM
IBM
+$453K

Sector Composition

1 Technology 19.37%
2 Financials 13.8%
3 Healthcare 13.3%
4 Consumer Discretionary 10.56%
5 Consumer Staples 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$43K ﹤0.01%
+1,500
502
$43K ﹤0.01%
+250
503
$43K ﹤0.01%
+233
504
$42K ﹤0.01%
+1,600
505
$42K ﹤0.01%
+967
506
$41K ﹤0.01%
+1,804
507
$41K ﹤0.01%
+1,410
508
$41K ﹤0.01%
+1,740
509
$40K ﹤0.01%
+600
510
$40K ﹤0.01%
+1,544
511
$40K ﹤0.01%
+656
512
$40K ﹤0.01%
+220
513
$39K ﹤0.01%
+315
514
$38K ﹤0.01%
+362
515
$37K ﹤0.01%
+417
516
$37K ﹤0.01%
+325
517
$37K ﹤0.01%
+400
518
$36K ﹤0.01%
+340
519
$36K ﹤0.01%
+760
520
$36K ﹤0.01%
+300
521
$36K ﹤0.01%
+2,300
522
$35K ﹤0.01%
+210
523
$35K ﹤0.01%
+500
524
$35K ﹤0.01%
+55
525
$35K ﹤0.01%
+870
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