TCOV

Trust Company of Vermont Portfolio holdings

AUM $2.4B
1-Year Est. Return 18.75%
This Quarter Est. Return
1 Year Est. Return
+18.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$642M
AUM Growth
-$45.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
867
New
Increased
Reduced
Closed

Top Buys

1
+$2.53M
2
+$1.84M
3
+$1.48M
4
BKNG icon
Booking.com
BKNG
+$1.34M
5
HON icon
Honeywell
HON
+$1.11M

Top Sells

1
+$3.26M
2
+$2.55M
3
+$1.77M
4
MCD icon
McDonald's
MCD
+$1.05M
5
QCOM icon
Qualcomm
QCOM
+$948K

Sector Composition

1 Healthcare 13.92%
2 Industrials 12.99%
3 Technology 11.33%
4 Consumer Staples 11.32%
5 Financials 10.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$15K ﹤0.01%
250
552
$15K ﹤0.01%
400
553
$15K ﹤0.01%
1,044
-609
554
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297
555
$14K ﹤0.01%
573
556
$14K ﹤0.01%
200
557
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253
558
$14K ﹤0.01%
750
559
$14K ﹤0.01%
456
560
$14K ﹤0.01%
+300
561
$14K ﹤0.01%
888
562
$14K ﹤0.01%
400
563
$14K ﹤0.01%
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564
$14K ﹤0.01%
1,000
565
$13K ﹤0.01%
377
-729
566
$13K ﹤0.01%
387
567
$13K ﹤0.01%
425
568
$13K ﹤0.01%
319
569
$13K ﹤0.01%
600
570
$13K ﹤0.01%
188
+110
571
$13K ﹤0.01%
900
572
$13K ﹤0.01%
533
573
$13K ﹤0.01%
200
-108
574
$13K ﹤0.01%
360
575
$13K ﹤0.01%
500
21 22
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