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
$512M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
726
New
Increased
Reduced
Closed

Top Buys

1
+$18.8M
2
+$12.3M
3
+$11.5M
4
IBM icon
IBM
IBM
+$10.9M
5
CVX icon
Chevron
CVX
+$10.6M

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%
+179
577
$7K ﹤0.01%
+275
578
$7K ﹤0.01%
+162
579
$7K ﹤0.01%
+755
580
$7K ﹤0.01%
+144
581
$7K ﹤0.01%
+132
582
$7K ﹤0.01%
+312
583
$7K ﹤0.01%
+250
584
$7K ﹤0.01%
+104
585
$7K ﹤0.01%
+200
586
$6K ﹤0.01%
+200
587
$6K ﹤0.01%
+200
588
$6K ﹤0.01%
+740
589
$6K ﹤0.01%
+250
590
$6K ﹤0.01%
+250
591
$6K ﹤0.01%
+193
592
$6K ﹤0.01%
+240
593
$6K ﹤0.01%
+250
594
$6K ﹤0.01%
+200
595
$6K ﹤0.01%
+1,429
596
$6K ﹤0.01%
+50
597
$5K ﹤0.01%
+183
598
$5K ﹤0.01%
+60
599
$5K ﹤0.01%
+175
600
$5K ﹤0.01%
+100
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