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
$715M
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
855
New
Increased
Reduced
Closed

Top Buys

1
+$1.55M
2
+$1.31M
3
+$1.28M
4
NVS icon
Novartis
NVS
+$1.03M
5
AMZN icon
Amazon
AMZN
+$821K

Top Sells

1
+$9.36M
2
+$1.76M
3
+$1.41M
4
IBM icon
IBM
IBM
+$1.14M
5
AMAT icon
Applied Materials
AMAT
+$664K

Sector Composition

1 Healthcare 13.79%
2 Industrials 13.62%
3 Consumer Staples 11.51%
4 Technology 10.73%
5 Financials 10.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$10K ﹤0.01%
400
577
$9K ﹤0.01%
900
578
$9K ﹤0.01%
20
579
$9K ﹤0.01%
500
580
$9K ﹤0.01%
350
581
$9K ﹤0.01%
+250
582
$9K ﹤0.01%
160
583
$9K ﹤0.01%
302
584
$9K ﹤0.01%
15,000
+10,000
585
$9K ﹤0.01%
500
586
$8K ﹤0.01%
149
587
$8K ﹤0.01%
516
588
$8K ﹤0.01%
527
589
$8K ﹤0.01%
700
590
$8K ﹤0.01%
79
591
$8K ﹤0.01%
99
592
$7K ﹤0.01%
244
593
$7K ﹤0.01%
500
594
$7K ﹤0.01%
600
595
$7K ﹤0.01%
183
-200
596
$7K ﹤0.01%
136
-108
597
$7K ﹤0.01%
300
598
$7K ﹤0.01%
+100
599
$7K ﹤0.01%
3,500
600
$7K ﹤0.01%
100
22 23
24
25 26