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
$597M
AUM Growth
+$51.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
785
New
Increased
Reduced
Closed

Top Buys

1
+$710K
2
+$703K
3
+$574K
4
WFC icon
Wells Fargo
WFC
+$508K
5
COF icon
Capital One
COF
+$496K

Top Sells

1
+$742K
2
+$720K
3
+$588K
4
XOM icon
Exxon Mobil
XOM
+$567K
5
MO icon
Altria Group
MO
+$555K

Sector Composition

1 Industrials 13.87%
2 Healthcare 12.35%
3 Consumer Staples 11.39%
4 Technology 11.22%
5 Energy 9.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$11K ﹤0.01%
900
552
$11K ﹤0.01%
190
+110
553
$11K ﹤0.01%
175
554
$11K ﹤0.01%
275
555
$11K ﹤0.01%
600
556
$11K ﹤0.01%
+115
557
$11K ﹤0.01%
146
558
$11K ﹤0.01%
45
559
$11K ﹤0.01%
1,311
560
$11K ﹤0.01%
500
561
$11K ﹤0.01%
184
562
$11K ﹤0.01%
1,093
563
$11K ﹤0.01%
150
564
$10K ﹤0.01%
199
565
$10K ﹤0.01%
400
566
$10K ﹤0.01%
800
-4,000
567
$10K ﹤0.01%
2,300
568
$10K ﹤0.01%
211
569
$10K ﹤0.01%
400
570
$10K ﹤0.01%
350
571
$10K ﹤0.01%
400
572
$10K ﹤0.01%
315
573
$10K ﹤0.01%
225
-84
574
$10K ﹤0.01%
472
575
$10K ﹤0.01%
+400
21 22
23
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