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
+$257K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
875
New
Increased
Reduced
Closed

Top Buys

1
+$779K
2
+$773K
3
+$738K
4
BLK icon
Blackrock
BLK
+$664K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$501K

Top Sells

1
+$1.11M
2
+$922K
3
+$445K
4
BHP icon
BHP
BHP
+$400K
5
ORCL icon
Oracle
ORCL
+$326K

Sector Composition

1 Healthcare 14.28%
2 Industrials 13.39%
3 Technology 11.49%
4 Consumer Staples 10.47%
5 Financials 9.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$21K ﹤0.01%
3,000
527
$20K ﹤0.01%
400
528
$20K ﹤0.01%
398
529
$20K ﹤0.01%
172
530
$20K ﹤0.01%
245
531
$20K ﹤0.01%
208
532
$20K ﹤0.01%
400
533
$19K ﹤0.01%
244
-121
534
$19K ﹤0.01%
600
535
$19K ﹤0.01%
600
536
$19K ﹤0.01%
250
537
$19K ﹤0.01%
875
538
$19K ﹤0.01%
1,737
539
$19K ﹤0.01%
200
540
$19K ﹤0.01%
450
541
$19K ﹤0.01%
700
542
$19K ﹤0.01%
750
543
$19K ﹤0.01%
800
544
$18K ﹤0.01%
300
545
$18K ﹤0.01%
533
546
$18K ﹤0.01%
105
547
$18K ﹤0.01%
520
548
$18K ﹤0.01%
203
549
$18K ﹤0.01%
400
550
$17K ﹤0.01%
740
20 21
22
23 24