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
$797M
AUM Growth
+$44.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
956
New
Increased
Reduced
Closed

Top Buys

1
+$938K
2
+$911K
3
+$856K
4
GE icon
GE Aerospace
GE
+$812K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$798K

Top Sells

1
+$1.25M
2
+$706K
3
+$555K
4
EMC
EMC CORPORATION
EMC
+$552K
5
DHR icon
Danaher
DHR
+$551K

Sector Composition

1 Healthcare 13.98%
2 Industrials 13.34%
3 Technology 11.02%
4 Consumer Staples 10.8%
5 Financials 10.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$15K ﹤0.01%
211
577
$15K ﹤0.01%
224
578
$15K ﹤0.01%
1,550
579
$15K ﹤0.01%
533
580
$15K ﹤0.01%
888
581
$15K ﹤0.01%
75
582
$15K ﹤0.01%
961
583
$15K ﹤0.01%
90
584
$15K ﹤0.01%
100
585
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+500
586
$14K ﹤0.01%
50
-50
587
$14K ﹤0.01%
244
+118
588
$14K ﹤0.01%
800
589
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418
590
$14K ﹤0.01%
360
591
$14K ﹤0.01%
+105
592
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370
593
$14K ﹤0.01%
+500
594
$13K ﹤0.01%
900
595
$13K ﹤0.01%
700
+200
596
$13K ﹤0.01%
900
597
$13K ﹤0.01%
330
598
$13K ﹤0.01%
390
599
$13K ﹤0.01%
600
600
$13K ﹤0.01%
486
-200
22 23
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