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
$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%
+392
602
$5K ﹤0.01%
+200
603
$5K ﹤0.01%
+12
604
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+200
605
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+200
606
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+200
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%
+80
614
$4K ﹤0.01%
+180
615
$4K ﹤0.01%
+178
616
$4K ﹤0.01%
+84
617
$4K ﹤0.01%
+134
618
$4K ﹤0.01%
+723
619
$4K ﹤0.01%
+227
620
$4K ﹤0.01%
+200
621
$4K ﹤0.01%
+100
622
$4K ﹤0.01%
+200
623
$4K ﹤0.01%
+264
624
$3K ﹤0.01%
+100
625
$3K ﹤0.01%
+100
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