TCOV

Trust Company of Vermont Portfolio holdings

AUM $2.4B
1-Year Est. Return 18.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$512M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
726
New
Increased
Reduced
Closed

Top Buys

1
+$18.7M
2
+$12.2M
3
+$11.7M
4
IBM icon
IBM
IBM
+$11.6M
5
CVX icon
Chevron
CVX
+$10.8M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 12.61%
2 Consumer Staples 12.5%
3 Healthcare 11.99%
4 Technology 11.4%
5 Energy 9.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$9K ﹤0.01%
+160
552
$9K ﹤0.01%
+285
553
$9K ﹤0.01%
+1,000
554
$9K ﹤0.01%
+659
555
$9K ﹤0.01%
+359
556
$9K ﹤0.01%
+607
557
$9K ﹤0.01%
+175
558
$9K ﹤0.01%
+225
559
$9K ﹤0.01%
+800
560
$9K ﹤0.01%
+600
561
$9K ﹤0.01%
+400
562
$9K ﹤0.01%
+145
563
$9K ﹤0.01%
+900
564
$9K ﹤0.01%
+45
565
$9K ﹤0.01%
+347
566
$9K ﹤0.01%
+315
567
$8K ﹤0.01%
+350
568
$8K ﹤0.01%
+456
569
$8K ﹤0.01%
+832
570
$8K ﹤0.01%
+472
571
$8K ﹤0.01%
+143
572
$8K ﹤0.01%
+300
573
$8K ﹤0.01%
+400
574
$8K ﹤0.01%
+245
575
$7K ﹤0.01%
+179
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