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
$1.59B
AUM Growth
+$178M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
811
New
Increased
Reduced
Closed

Top Buys

1
+$4.1M
2
+$2.13M
3
+$1.53M
4
MSFT icon
Microsoft
MSFT
+$1.07M
5
DIS icon
Walt Disney
DIS
+$933K

Top Sells

1
+$1.68M
2
+$975K
3
+$831K
4
T icon
AT&T
T
+$756K
5
IBM icon
IBM
IBM
+$453K

Sector Composition

1 Technology 19.37%
2 Financials 13.8%
3 Healthcare 13.3%
4 Consumer Discretionary 10.56%
5 Consumer Staples 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$21K ﹤0.01%
+360
577
$21K ﹤0.01%
+485
578
$21K ﹤0.01%
+333
579
$21K ﹤0.01%
+100
580
$20K ﹤0.01%
+1,663
581
$20K ﹤0.01%
+50
582
$20K ﹤0.01%
+1,000
583
$20K ﹤0.01%
+170
584
$20K ﹤0.01%
+84
585
$20K ﹤0.01%
+500
586
$19K ﹤0.01%
+900
587
$19K ﹤0.01%
+150
588
$19K ﹤0.01%
+870
589
$19K ﹤0.01%
+144
590
$19K ﹤0.01%
+183
591
$19K ﹤0.01%
+1,350
592
$19K ﹤0.01%
+689
593
$19K ﹤0.01%
+1,019
594
$19K ﹤0.01%
+630
595
$19K ﹤0.01%
+1,102
596
$18K ﹤0.01%
+61
597
$18K ﹤0.01%
+125
598
$18K ﹤0.01%
+1,441
599
$18K ﹤0.01%
+310
600
$18K ﹤0.01%
+1,000
22 23
24
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