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
$648M
AUM Growth
+$37.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
793
New
Increased
Reduced
Closed

Top Buys

1
+$620K
2
+$555K
3
+$488K
4
COF icon
Capital One
COF
+$461K
5
CMCSA icon
Comcast
CMCSA
+$433K

Top Sells

1
+$614K
2
+$565K
3
+$429K
4
NEE icon
NextEra Energy
NEE
+$340K
5
KN icon
Knowles
KN
+$219K

Sector Composition

1 Industrials 13.7%
2 Healthcare 13%
3 Technology 11.33%
4 Consumer Staples 10.5%
5 Energy 9.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$10K ﹤0.01%
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602
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+500
603
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401
+1
604
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400
605
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100
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606
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160
607
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+238
608
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250
609
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+500
610
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400
611
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1,000
612
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614
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616
$9K ﹤0.01%
359
617
$9K ﹤0.01%
101
-3
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275
619
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190
-290
620
$9K ﹤0.01%
150
621
$9K ﹤0.01%
500
622
$9K ﹤0.01%
350
623
$9K ﹤0.01%
312
624
$9K ﹤0.01%
200
625
$8K ﹤0.01%
150
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