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
$797M
AUM Growth
+$44.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
956
New
Increased
Reduced
Closed

Top Buys

1
+$938K
2
+$911K
3
+$856K
4
GE icon
GE Aerospace
GE
+$812K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$798K

Top Sells

1
+$1.25M
2
+$706K
3
+$555K
4
EMC
EMC CORPORATION
EMC
+$552K
5
DHR icon
Danaher
DHR
+$551K

Sector Composition

1 Healthcare 13.98%
2 Industrials 13.34%
3 Technology 11.01%
4 Consumer Staples 10.8%
5 Financials 10.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$19K ﹤0.01%
500
-49
552
$19K ﹤0.01%
2,500
553
$19K ﹤0.01%
500
554
$19K ﹤0.01%
750
555
$19K ﹤0.01%
400
556
$19K ﹤0.01%
+872
557
$18K ﹤0.01%
300
558
$18K ﹤0.01%
229
559
$18K ﹤0.01%
+440
560
$18K ﹤0.01%
337
-300
561
$17K ﹤0.01%
+3
562
$17K ﹤0.01%
250
563
$17K ﹤0.01%
+100
564
$17K ﹤0.01%
300
565
$17K ﹤0.01%
618
+39
566
$17K ﹤0.01%
922
+500
567
$17K ﹤0.01%
541
+185
568
$17K ﹤0.01%
+431
569
$17K ﹤0.01%
10,000
+6,000
570
$17K ﹤0.01%
2,550
571
$16K ﹤0.01%
300
+200
572
$16K ﹤0.01%
900
+800
573
$16K ﹤0.01%
250
-75
574
$16K ﹤0.01%
95
-100
575
$16K ﹤0.01%
+452
21 22
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