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
$687M
AUM Growth
+$1.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
860
New
Increased
Reduced
Closed

Top Buys

1
+$4.61M
2
+$875K
3
+$873K
4
TXN icon
Texas Instruments
TXN
+$837K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$782K

Top Sells

1
+$6.71M
2
+$1.36M
3
+$750K
4
MCD icon
McDonald's
MCD
+$572K
5
MO icon
Altria Group
MO
+$532K

Sector Composition

1 Healthcare 13.77%
2 Industrials 13.71%
3 Technology 11.57%
4 Consumer Staples 10.7%
5 Financials 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$10K ﹤0.01%
275
602
$10K ﹤0.01%
2,300
603
$10K ﹤0.01%
250
604
$10K ﹤0.01%
450
605
$10K ﹤0.01%
450
606
$10K ﹤0.01%
400
607
$10K ﹤0.01%
200
608
$10K ﹤0.01%
150
609
$10K ﹤0.01%
400
610
$10K ﹤0.01%
1,000
611
$10K ﹤0.01%
143
612
$10K ﹤0.01%
75
613
$10K ﹤0.01%
218
614
$10K ﹤0.01%
94
+24
615
$9K ﹤0.01%
900
616
$9K ﹤0.01%
500
617
$9K ﹤0.01%
350
618
$9K ﹤0.01%
150
619
$9K ﹤0.01%
350
620
$9K ﹤0.01%
96
+1
621
$9K ﹤0.01%
100
622
$9K ﹤0.01%
160
623
$9K ﹤0.01%
279
624
$9K ﹤0.01%
312
625
$9K ﹤0.01%
150
23 24
25
26 27