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
$687M
AUM Growth
+$1.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
860
New
Increased
Reduced
Closed

Top Buys

1
+$4.61M
2
+$875K
3
+$873K
4
TXN icon
Texas Instruments
TXN
+$837K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$782K

Top Sells

1
+$6.71M
2
+$1.36M
3
+$750K
4
MCD icon
McDonald's
MCD
+$572K
5
MO icon
Altria Group
MO
+$532K

Sector Composition

1 Healthcare 13.77%
2 Industrials 13.71%
3 Technology 11.57%
4 Consumer Staples 10.7%
5 Financials 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$13K ﹤0.01%
416
577
$13K ﹤0.01%
211
578
$13K ﹤0.01%
600
-75
579
$13K ﹤0.01%
100
580
$13K ﹤0.01%
500
581
$12K ﹤0.01%
330
582
$12K ﹤0.01%
325
583
$12K ﹤0.01%
380
584
$12K ﹤0.01%
+500
585
$12K ﹤0.01%
+300
586
$11K ﹤0.01%
199
587
$11K ﹤0.01%
200
588
$11K ﹤0.01%
800
589
$11K ﹤0.01%
606
590
$11K ﹤0.01%
105
591
$11K ﹤0.01%
200
592
$11K ﹤0.01%
315
593
$11K ﹤0.01%
100
594
$11K ﹤0.01%
315
595
$11K ﹤0.01%
+400
596
$11K ﹤0.01%
472
597
$11K ﹤0.01%
149
-386
598
$11K ﹤0.01%
104
599
$11K ﹤0.01%
250
600
$10K ﹤0.01%
400
22 23
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