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
$715M
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
855
New
Increased
Reduced
Closed

Top Buys

1
+$1.55M
2
+$1.31M
3
+$1.28M
4
NVS icon
Novartis
NVS
+$1.03M
5
AMZN icon
Amazon
AMZN
+$821K

Top Sells

1
+$9.36M
2
+$1.76M
3
+$1.41M
4
IBM icon
IBM
IBM
+$1.14M
5
AMAT icon
Applied Materials
AMAT
+$664K

Sector Composition

1 Healthcare 13.79%
2 Industrials 13.62%
3 Consumer Staples 11.51%
4 Technology 10.73%
5 Financials 10.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$12K ﹤0.01%
+606
552
$12K ﹤0.01%
500
553
$12K ﹤0.01%
250
554
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1,000
555
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100
556
$12K ﹤0.01%
500
557
$11K ﹤0.01%
105
-39
558
$11K ﹤0.01%
290
559
$11K ﹤0.01%
2,300
560
$11K ﹤0.01%
298
561
$11K ﹤0.01%
100
562
$11K ﹤0.01%
100
563
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650
564
$11K ﹤0.01%
312
565
$11K ﹤0.01%
300
566
$11K ﹤0.01%
104
567
$11K ﹤0.01%
330
568
$11K ﹤0.01%
364
569
$11K ﹤0.01%
356
-100
570
$10K ﹤0.01%
19
+4
571
$10K ﹤0.01%
20
572
$10K ﹤0.01%
+2,000
573
$10K ﹤0.01%
327
574
$10K ﹤0.01%
400
575
$10K ﹤0.01%
400
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