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
$648M
AUM Growth
+$37.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
793
New
Increased
Reduced
Closed

Top Buys

1
+$620K
2
+$555K
3
+$488K
4
COF icon
Capital One
COF
+$461K
5
CMCSA icon
Comcast
CMCSA
+$433K

Top Sells

1
+$614K
2
+$565K
3
+$429K
4
NEE icon
NextEra Energy
NEE
+$340K
5
KN icon
Knowles
KN
+$219K

Sector Composition

1 Industrials 13.7%
2 Healthcare 13%
3 Technology 11.33%
4 Consumer Staples 10.5%
5 Energy 9.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$18K ﹤0.01%
759
-241
527
$18K ﹤0.01%
400
528
$17K ﹤0.01%
1,550
529
$17K ﹤0.01%
494
530
$17K ﹤0.01%
2,500
531
$17K ﹤0.01%
510
532
$17K ﹤0.01%
200
533
$17K ﹤0.01%
900
-400
534
$17K ﹤0.01%
520
535
$17K ﹤0.01%
750
536
$17K ﹤0.01%
740
537
$16K ﹤0.01%
600
538
$16K ﹤0.01%
900
539
$16K ﹤0.01%
+375
540
$16K ﹤0.01%
300
541
$16K ﹤0.01%
1,750
542
$16K ﹤0.01%
500
543
$16K ﹤0.01%
600
544
$16K ﹤0.01%
650
+400
545
$16K ﹤0.01%
318
546
$15K ﹤0.01%
700
+600
547
$15K ﹤0.01%
100
548
$15K ﹤0.01%
425
549
$15K ﹤0.01%
382
550
$15K ﹤0.01%
+250
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