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
$687M
AUM Growth
+$1.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
860
New
Increased
Reduced
Closed

Top Buys

1
+$4.61M
2
+$875K
3
+$873K
4
TXN icon
Texas Instruments
TXN
+$837K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$782K

Top Sells

1
+$6.71M
2
+$1.36M
3
+$750K
4
MCD icon
McDonald's
MCD
+$572K
5
MO icon
Altria Group
MO
+$532K

Sector Composition

1 Healthcare 13.77%
2 Industrials 13.71%
3 Technology 11.57%
4 Consumer Staples 10.7%
5 Financials 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$17K ﹤0.01%
2,500
552
$17K ﹤0.01%
382
553
$17K ﹤0.01%
+200
554
$17K ﹤0.01%
155
-145
555
$17K ﹤0.01%
520
556
$16K ﹤0.01%
351
557
$16K ﹤0.01%
1,550
558
$16K ﹤0.01%
700
559
$16K ﹤0.01%
+400
560
$16K ﹤0.01%
1,000
561
$16K ﹤0.01%
250
562
$15K ﹤0.01%
285
563
$15K ﹤0.01%
750
564
$15K ﹤0.01%
900
565
$15K ﹤0.01%
+360
566
$15K ﹤0.01%
99
567
$15K ﹤0.01%
1,000
568
$15K ﹤0.01%
400
569
$14K ﹤0.01%
200
570
$14K ﹤0.01%
+469
571
$14K ﹤0.01%
888
572
$14K ﹤0.01%
500
573
$14K ﹤0.01%
1,000
574
$14K ﹤0.01%
165
575
$14K ﹤0.01%
504
-150
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