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
$648M
AUM Growth
+$37.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
793
New
Increased
Reduced
Closed

Top Buys

1
+$620K
2
+$555K
3
+$488K
4
COF icon
Capital One
COF
+$461K
5
CMCSA icon
Comcast
CMCSA
+$433K

Top Sells

1
+$614K
2
+$565K
3
+$429K
4
NEE icon
NextEra Energy
NEE
+$340K
5
KN icon
Knowles
KN
+$219K

Sector Composition

1 Industrials 13.7%
2 Healthcare 13%
3 Technology 11.33%
4 Consumer Staples 10.5%
5 Energy 9.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$15K ﹤0.01%
400
552
$15K ﹤0.01%
30
553
$15K ﹤0.01%
500
554
$15K ﹤0.01%
1,000
555
$15K ﹤0.01%
300
556
$14K ﹤0.01%
280
557
$14K ﹤0.01%
400
558
$14K ﹤0.01%
300
559
$14K ﹤0.01%
104
560
$14K ﹤0.01%
+250
561
$14K ﹤0.01%
33
562
$14K ﹤0.01%
888
563
$14K ﹤0.01%
300
564
$14K ﹤0.01%
100
565
$14K ﹤0.01%
835
-10,115
566
$14K ﹤0.01%
500
567
$13K ﹤0.01%
900
568
$13K ﹤0.01%
200
-130
569
$13K ﹤0.01%
200
-100
570
$13K ﹤0.01%
400
571
$13K ﹤0.01%
172
572
$13K ﹤0.01%
330
573
$13K ﹤0.01%
351
574
$13K ﹤0.01%
+200
575
$13K ﹤0.01%
380
21 22
23
24 25