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
$797M
AUM Growth
+$44.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
956
New
Increased
Reduced
Closed

Top Buys

1
+$938K
2
+$911K
3
+$856K
4
GE icon
GE Aerospace
GE
+$812K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$798K

Top Sells

1
+$1.25M
2
+$706K
3
+$555K
4
EMC
EMC CORPORATION
EMC
+$552K
5
DHR icon
Danaher
DHR
+$551K

Sector Composition

1 Healthcare 13.98%
2 Industrials 13.34%
3 Technology 11.01%
4 Consumer Staples 10.8%
5 Financials 10.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$23K ﹤0.01%
900
527
$22K ﹤0.01%
400
528
$22K ﹤0.01%
501
529
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207
-10
530
$22K ﹤0.01%
382
531
$22K ﹤0.01%
400
532
$22K ﹤0.01%
1,200
533
$22K ﹤0.01%
468
534
$22K ﹤0.01%
281
+68
535
$21K ﹤0.01%
285
536
$21K ﹤0.01%
800
537
$21K ﹤0.01%
3,000
538
$21K ﹤0.01%
1,025
539
$21K ﹤0.01%
551
+200
540
$21K ﹤0.01%
400
541
$20K ﹤0.01%
600
542
$20K ﹤0.01%
250
543
$20K ﹤0.01%
740
544
$20K ﹤0.01%
+600
545
$20K ﹤0.01%
515
546
$20K ﹤0.01%
231
547
$20K ﹤0.01%
269
548
$19K ﹤0.01%
253
549
$19K ﹤0.01%
230
550
$19K ﹤0.01%
300
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