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
$1.59B
AUM Growth
+$178M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
811
New
Increased
Reduced
Closed

Top Buys

1
+$4.1M
2
+$2.13M
3
+$1.53M
4
MSFT icon
Microsoft
MSFT
+$1.07M
5
DIS icon
Walt Disney
DIS
+$933K

Top Sells

1
+$1.68M
2
+$975K
3
+$831K
4
T icon
AT&T
T
+$756K
5
IBM icon
IBM
IBM
+$453K

Sector Composition

1 Technology 19.37%
2 Financials 13.8%
3 Healthcare 13.3%
4 Consumer Discretionary 10.56%
5 Consumer Staples 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$35K ﹤0.01%
+500
527
$34K ﹤0.01%
+989
528
$34K ﹤0.01%
+202
529
$33K ﹤0.01%
+472
530
$33K ﹤0.01%
+190
531
$32K ﹤0.01%
+1,250
532
$32K ﹤0.01%
+124
533
$32K ﹤0.01%
+166
534
$32K ﹤0.01%
+1,408
535
$31K ﹤0.01%
+67
536
$31K ﹤0.01%
+298
537
$31K ﹤0.01%
+722
538
$31K ﹤0.01%
+300
539
$30K ﹤0.01%
+328
540
$30K ﹤0.01%
+175
541
$30K ﹤0.01%
+1,000
542
$30K ﹤0.01%
+516
543
$30K ﹤0.01%
+600
544
$29K ﹤0.01%
+835
545
$28K ﹤0.01%
+900
546
$28K ﹤0.01%
+1,089
547
$28K ﹤0.01%
+250
548
$28K ﹤0.01%
+310
549
$28K ﹤0.01%
+300
550
$27K ﹤0.01%
+120
20 21
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