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
$512M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
726
New
Increased
Reduced
Closed

Top Buys

1
+$18.8M
2
+$12.3M
3
+$11.5M
4
IBM icon
IBM
IBM
+$10.9M
5
CVX icon
Chevron
CVX
+$10.6M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 12.61%
2 Consumer Staples 12.5%
3 Healthcare 11.99%
4 Technology 11.4%
5 Energy 9.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$5K ﹤0.01%
+200
602
$5K ﹤0.01%
+200
603
$5K ﹤0.01%
+200
604
$5K ﹤0.01%
+200
605
$5K ﹤0.01%
+392
606
$5K ﹤0.01%
+100
607
$5K ﹤0.01%
+200
608
$5K ﹤0.01%
+135
609
$5K ﹤0.01%
+200
610
$5K ﹤0.01%
+100
611
$5K ﹤0.01%
+150
612
$5K ﹤0.01%
+55
613
$4K ﹤0.01%
+134
614
$4K ﹤0.01%
+723
615
$4K ﹤0.01%
+227
616
$4K ﹤0.01%
+200
617
$4K ﹤0.01%
+100
618
$4K ﹤0.01%
+200
619
$4K ﹤0.01%
+264
620
$4K ﹤0.01%
+80
621
$4K ﹤0.01%
+180
622
$4K ﹤0.01%
+178
623
$4K ﹤0.01%
+84
624
$3K ﹤0.01%
+100
625
$3K ﹤0.01%
+100
23 24
25
26 27