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
$1.59B
AUM Growth
+$178M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
811
New
Increased
Reduced
Closed

Top Buys

1
+$4.1M
2
+$2.13M
3
+$1.53M
4
MSFT icon
Microsoft
MSFT
+$1.07M
5
DIS icon
Walt Disney
DIS
+$933K

Top Sells

1
+$1.68M
2
+$975K
3
+$831K
4
T icon
AT&T
T
+$756K
5
IBM icon
IBM
IBM
+$453K

Sector Composition

1 Technology 19.37%
2 Financials 13.8%
3 Healthcare 13.3%
4 Consumer Discretionary 10.56%
5 Consumer Staples 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$27K ﹤0.01%
+1,077
552
$27K ﹤0.01%
+50
553
$26K ﹤0.01%
+425
554
$26K ﹤0.01%
+300
555
$26K ﹤0.01%
+1,010
556
$25K ﹤0.01%
+100
557
$25K ﹤0.01%
+232
558
$24K ﹤0.01%
+1,588
559
$24K ﹤0.01%
+1,000
560
$24K ﹤0.01%
+1,000
561
$24K ﹤0.01%
+120
562
$24K ﹤0.01%
+114
563
$23K ﹤0.01%
+1,000
564
$23K ﹤0.01%
+1,000
565
$23K ﹤0.01%
+923
566
$23K ﹤0.01%
+200
567
$23K ﹤0.01%
+168
568
$23K ﹤0.01%
+85
569
$23K ﹤0.01%
+420
570
$22K ﹤0.01%
+600
571
$22K ﹤0.01%
+66
572
$22K ﹤0.01%
+131
573
$22K ﹤0.01%
+300
574
$22K ﹤0.01%
+113
575
$22K ﹤0.01%
+2,335
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