TCOV

Trust Company of Vermont Portfolio holdings

AUM $2.4B
1-Year Est. Return 18.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$512M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
726
New
Increased
Reduced
Closed

Top Buys

1
+$18.7M
2
+$12.2M
3
+$11.7M
4
IBM icon
IBM
IBM
+$11.6M
5
CVX icon
Chevron
CVX
+$10.8M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 12.61%
2 Consumer Staples 12.5%
3 Healthcare 11.99%
4 Technology 11.4%
5 Energy 9.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$7K ﹤0.01%
+275
577
$7K ﹤0.01%
+162
578
$7K ﹤0.01%
+144
579
$7K ﹤0.01%
+755
580
$7K ﹤0.01%
+132
581
$7K ﹤0.01%
+312
582
$7K ﹤0.01%
+250
583
$7K ﹤0.01%
+104
584
$7K ﹤0.01%
+200
585
$6K ﹤0.01%
+250
586
$6K ﹤0.01%
+400
587
$6K ﹤0.01%
+740
588
$6K ﹤0.01%
+250
589
$6K ﹤0.01%
+193
590
$6K ﹤0.01%
+240
591
$6K ﹤0.01%
+250
592
$6K ﹤0.01%
+200
593
$6K ﹤0.01%
+1,429
594
$6K ﹤0.01%
+50
595
$5K ﹤0.01%
+183
596
$5K ﹤0.01%
+12
597
$5K ﹤0.01%
+200
598
$5K ﹤0.01%
+135
599
$5K ﹤0.01%
+392
600
$5K ﹤0.01%
+200
22 23
24
25 26