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
$642M
AUM Growth
-$45.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
867
New
Increased
Reduced
Closed

Top Buys

1
+$2.53M
2
+$1.84M
3
+$1.48M
4
BKNG icon
Booking.com
BKNG
+$1.34M
5
HON icon
Honeywell
HON
+$1.11M

Top Sells

1
+$3.26M
2
+$2.55M
3
+$1.77M
4
MCD icon
McDonald's
MCD
+$1.05M
5
QCOM icon
Qualcomm
QCOM
+$948K

Sector Composition

1 Healthcare 13.92%
2 Industrials 12.98%
3 Technology 11.33%
4 Consumer Staples 11.32%
5 Financials 10.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$13K ﹤0.01%
1,026
577
$13K ﹤0.01%
1,000
578
$13K ﹤0.01%
300
579
$12K ﹤0.01%
290
580
$12K ﹤0.01%
341
-57
581
$12K ﹤0.01%
351
582
$12K ﹤0.01%
20
-13
583
$12K ﹤0.01%
200
-133
584
$12K ﹤0.01%
+195
585
$12K ﹤0.01%
500
586
$12K ﹤0.01%
504
587
$11K ﹤0.01%
+1,817
588
$11K ﹤0.01%
239
589
$11K ﹤0.01%
216
590
$11K ﹤0.01%
600
591
$11K ﹤0.01%
105
592
$11K ﹤0.01%
170
593
$10K ﹤0.01%
2,300
594
$10K ﹤0.01%
800
595
$10K ﹤0.01%
400
596
$10K ﹤0.01%
275
597
$10K ﹤0.01%
330
598
$10K ﹤0.01%
364
599
$10K ﹤0.01%
239
-36
600
$10K ﹤0.01%
400
22 23
24
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