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
$648M
AUM Growth
+$37.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
793
New
Increased
Reduced
Closed

Top Buys

1
+$620K
2
+$555K
3
+$488K
4
COF icon
Capital One
COF
+$461K
5
CMCSA icon
Comcast
CMCSA
+$433K

Top Sells

1
+$614K
2
+$565K
3
+$429K
4
NEE icon
NextEra Energy
NEE
+$340K
5
KN icon
Knowles
KN
+$219K

Sector Composition

1 Industrials 13.7%
2 Healthcare 13%
3 Technology 11.33%
4 Consumer Staples 10.5%
5 Energy 9.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$13K ﹤0.01%
1,000
577
$12K ﹤0.01%
200
-100
578
$12K ﹤0.01%
211
579
$12K ﹤0.01%
400
580
$12K ﹤0.01%
325
+50
581
$12K ﹤0.01%
600
582
$12K ﹤0.01%
125
+10
583
$12K ﹤0.01%
100
584
$12K ﹤0.01%
389
585
$12K ﹤0.01%
790
586
$12K ﹤0.01%
1,150
-800
587
$12K ﹤0.01%
500
588
$11K ﹤0.01%
800
589
$11K ﹤0.01%
350
590
$11K ﹤0.01%
400
591
$11K ﹤0.01%
45
592
$11K ﹤0.01%
2,500
+1,000
593
$11K ﹤0.01%
527
594
$11K ﹤0.01%
315
595
$11K ﹤0.01%
225
596
$11K ﹤0.01%
472
597
$10K ﹤0.01%
199
598
$10K ﹤0.01%
+500
599
$10K ﹤0.01%
2,300
600
$10K ﹤0.01%
401
+1
22 23
24
25 26