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
$597M
AUM Growth
+$51.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
785
New
Increased
Reduced
Closed

Top Buys

1
+$710K
2
+$703K
3
+$574K
4
WFC icon
Wells Fargo
WFC
+$508K
5
COF icon
Capital One
COF
+$496K

Top Sells

1
+$742K
2
+$720K
3
+$588K
4
XOM icon
Exxon Mobil
XOM
+$567K
5
MO icon
Altria Group
MO
+$555K

Sector Composition

1 Industrials 13.87%
2 Healthcare 12.35%
3 Consumer Staples 11.39%
4 Technology 11.22%
5 Energy 9.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$14K ﹤0.01%
+300
527
$14K ﹤0.01%
+170
528
$14K ﹤0.01%
425
+150
529
$14K ﹤0.01%
389
530
$14K ﹤0.01%
104
531
$14K ﹤0.01%
333
532
$14K ﹤0.01%
300
533
$14K ﹤0.01%
+150
534
$13K ﹤0.01%
720
535
$13K ﹤0.01%
330
536
$13K ﹤0.01%
351
-150
537
$13K ﹤0.01%
33
-205
538
$13K ﹤0.01%
425
539
$13K ﹤0.01%
888
540
$13K ﹤0.01%
280
541
$13K ﹤0.01%
200
542
$13K ﹤0.01%
30
543
$13K ﹤0.01%
380
544
$13K ﹤0.01%
300
545
$12K ﹤0.01%
1,000
546
$12K ﹤0.01%
672
547
$12K ﹤0.01%
368
548
$12K ﹤0.01%
102
549
$12K ﹤0.01%
500
550
$12K ﹤0.01%
260
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