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
$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%
400
602
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100
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603
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160
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+238
605
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250
606
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+500
607
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400
608
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1,000
609
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143
610
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611
– –
0
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150
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$9K ﹤0.01%
500
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619
$9K ﹤0.01%
250
+200
620
$9K ﹤0.01%
200
621
$9K ﹤0.01%
350
622
$9K ﹤0.01%
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623
$9K ﹤0.01%
359
624
$9K ﹤0.01%
101
-3
625
$8K ﹤0.01%
150
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