TCOV

Trust Company of Vermont Portfolio holdings

AUM $2.4B
1-Year Est. Return 18.75%
This Quarter Est. Return
1 Year Est. Return
+18.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.2B
AUM Growth
+$42.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,087
New
Increased
Reduced
Closed

Top Buys

1
+$1.62M
2
+$1.22M
3
+$846K
4
MSM icon
MSC Industrial Direct
MSM
+$801K
5
JPM icon
JPMorgan Chase
JPM
+$786K

Top Sells

1
+$1.27M
2
+$639K
3
+$639K
4
XOM icon
Exxon Mobil
XOM
+$540K
5
WFC icon
Wells Fargo
WFC
+$523K

Sector Composition

1 Technology 13.39%
2 Financials 13.27%
3 Healthcare 13.2%
4 Industrials 11.18%
5 Consumer Staples 9.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$22K ﹤0.01%
+800
577
$22K ﹤0.01%
1,000
-76
578
$22K ﹤0.01%
471
579
$22K ﹤0.01%
+690
580
$22K ﹤0.01%
360
581
$22K ﹤0.01%
151
+70
582
$22K ﹤0.01%
1,200
583
$21K ﹤0.01%
418
584
$21K ﹤0.01%
294
585
$21K ﹤0.01%
2,334
-50
586
$21K ﹤0.01%
150
-12
587
$21K ﹤0.01%
750
588
$21K ﹤0.01%
514
589
$21K ﹤0.01%
+1,010
590
$21K ﹤0.01%
400
591
$21K ﹤0.01%
700
592
$21K ﹤0.01%
1,043
593
$20K ﹤0.01%
839
594
$20K ﹤0.01%
344
595
$20K ﹤0.01%
533
596
$20K ﹤0.01%
205
+40
597
$20K ﹤0.01%
161
598
$20K ﹤0.01%
244
599
$19K ﹤0.01%
+200
600
$19K ﹤0.01%
+300
22 23
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