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
$698M
AUM Growth
+$55.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
886
New
Increased
Reduced
Closed

Top Buys

1
+$9.24M
2
+$3.05M
3
+$2.35M
4
UNP icon
Union Pacific
UNP
+$1.31M
5
MA icon
Mastercard
MA
+$1.07M

Top Sells

1
+$2.64M
2
+$1.45M
3
+$1.18M
4
MDT icon
Medtronic
MDT
+$860K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$791K

Sector Composition

1 Healthcare 14.3%
2 Industrials 13.21%
3 Consumer Staples 11.2%
4 Technology 10.79%
5 Financials 10.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$15K ﹤0.01%
888
552
$15K ﹤0.01%
280
553
$14K ﹤0.01%
595
+22
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900
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600
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509
557
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383
+200
558
$14K ﹤0.01%
+418
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$14K ﹤0.01%
1,000
560
$13K ﹤0.01%
341
561
$13K ﹤0.01%
305
+66
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500
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500
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$13K ﹤0.01%
504
566
$13K ﹤0.01%
+327
567
$13K ﹤0.01%
+1,000
568
$13K ﹤0.01%
750
-750
569
$13K ﹤0.01%
200
570
$12K ﹤0.01%
+15
571
$12K ﹤0.01%
100
572
$12K ﹤0.01%
81
+16
573
$12K ﹤0.01%
250
574
$12K ﹤0.01%
500
575
$12K ﹤0.01%
351
21 22
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