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
$687M
AUM Growth
+$257K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
875
New
Increased
Reduced
Closed

Top Buys

1
+$779K
2
+$773K
3
+$738K
4
BLK icon
Blackrock
BLK
+$664K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$501K

Top Sells

1
+$1.11M
2
+$922K
3
+$445K
4
BHP icon
BHP
BHP
+$400K
5
ORCL icon
Oracle
ORCL
+$326K

Sector Composition

1 Healthcare 14.28%
2 Industrials 13.39%
3 Technology 11.49%
4 Consumer Staples 10.47%
5 Financials 9.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$11K ﹤0.01%
100
602
$11K ﹤0.01%
100
603
$11K ﹤0.01%
+170
604
$11K ﹤0.01%
75
605
$11K ﹤0.01%
+200
606
$10K ﹤0.01%
104
607
$10K ﹤0.01%
65
608
$10K ﹤0.01%
400
609
$10K ﹤0.01%
175
-516
610
$10K ﹤0.01%
+364
611
$10K ﹤0.01%
606
612
$10K ﹤0.01%
450
613
$10K ﹤0.01%
400
614
$10K ﹤0.01%
315
615
$10K ﹤0.01%
250
616
$10K ﹤0.01%
400
617
$10K ﹤0.01%
1,000
618
$10K ﹤0.01%
+125
619
$10K ﹤0.01%
143
620
$9K ﹤0.01%
900
621
$9K ﹤0.01%
+200
622
$9K ﹤0.01%
500
623
$9K ﹤0.01%
275
624
$9K ﹤0.01%
2,300
625
$9K ﹤0.01%
350
23 24
25
26 27