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
$512M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
726
New
Increased
Reduced
Closed

Top Buys

1
+$18.8M
2
+$12.3M
3
+$11.5M
4
IBM icon
IBM
IBM
+$10.9M
5
CVX icon
Chevron
CVX
+$10.6M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 12.61%
2 Consumer Staples 12.5%
3 Healthcare 11.99%
4 Technology 11.4%
5 Energy 9.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$12K ﹤0.01%
+510
527
$12K ﹤0.01%
+833
528
$12K ﹤0.01%
+104
529
$12K ﹤0.01%
+520
530
$12K ﹤0.01%
+1,093
531
$12K ﹤0.01%
+833
532
$12K ﹤0.01%
+850
533
$12K ﹤0.01%
+380
534
$11K ﹤0.01%
+900
535
$11K ﹤0.01%
+325
536
$11K ﹤0.01%
+400
537
$11K ﹤0.01%
+200
538
$11K ﹤0.01%
+1,311
539
$11K ﹤0.01%
+275
540
$11K ﹤0.01%
+500
541
$11K ﹤0.01%
+295
542
$11K ﹤0.01%
+790
543
$11K ﹤0.01%
+400
544
$11K ﹤0.01%
+500
545
$10K ﹤0.01%
+400
546
$10K ﹤0.01%
+2,300
547
$10K ﹤0.01%
+211
548
$10K ﹤0.01%
+400
549
$10K ﹤0.01%
+400
550
$10K ﹤0.01%
+500
20 21
22
23 24