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
$687M
AUM Growth
+$1.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
860
New
Increased
Reduced
Closed

Top Buys

1
+$4.61M
2
+$875K
3
+$873K
4
TXN icon
Texas Instruments
TXN
+$837K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$782K

Top Sells

1
+$6.71M
2
+$1.36M
3
+$750K
4
MCD icon
McDonald's
MCD
+$572K
5
MO icon
Altria Group
MO
+$532K

Sector Composition

1 Healthcare 13.77%
2 Industrials 13.71%
3 Technology 11.57%
4 Consumer Staples 10.7%
5 Financials 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$20K ﹤0.01%
203
527
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525
528
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529
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400
530
$19K ﹤0.01%
250
531
$19K ﹤0.01%
1,025
+325
532
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509
533
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534
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535
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470
+70
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200
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450
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750
541
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759
542
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543
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544
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600
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545
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740
546
$18K ﹤0.01%
533
547
$18K ﹤0.01%
400
548
$18K ﹤0.01%
105
549
$18K ﹤0.01%
1,515
550
$17K ﹤0.01%
172
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