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
$698M
AUM Growth
+$55.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
886
New
Increased
Reduced
Closed

Top Buys

1
+$9.24M
2
+$3.05M
3
+$2.35M
4
UNP icon
Union Pacific
UNP
+$1.31M
5
MA icon
Mastercard
MA
+$1.07M

Top Sells

1
+$2.64M
2
+$1.45M
3
+$1.18M
4
MDT icon
Medtronic
MDT
+$860K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$791K

Sector Composition

1 Healthcare 14.3%
2 Industrials 13.21%
3 Consumer Staples 11.2%
4 Technology 10.79%
5 Financials 10.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$18K ﹤0.01%
515
527
$18K ﹤0.01%
520
528
$18K ﹤0.01%
400
529
$18K ﹤0.01%
+216
530
$18K ﹤0.01%
3,000
531
$17K ﹤0.01%
285
532
$17K ﹤0.01%
1,655
533
$17K ﹤0.01%
2,520
+162
534
$17K ﹤0.01%
2,500
535
$17K ﹤0.01%
1,044
536
$17K ﹤0.01%
245
+50
537
$17K ﹤0.01%
+1,200
538
$17K ﹤0.01%
447
+47
539
$16K ﹤0.01%
263
+42
540
$16K ﹤0.01%
1,550
541
$16K ﹤0.01%
420
542
$16K ﹤0.01%
144
+39
543
$16K ﹤0.01%
425
544
$16K ﹤0.01%
198
545
$16K ﹤0.01%
230
+30
546
$16K ﹤0.01%
750
547
$15K ﹤0.01%
253
548
$15K ﹤0.01%
224
-112
549
$15K ﹤0.01%
229
550
$15K ﹤0.01%
456
20 21
22
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