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
+$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%
800
602
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603
$11K ﹤0.01%
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604
$11K ﹤0.01%
+170
605
$11K ﹤0.01%
75
606
$10K ﹤0.01%
400
607
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175
-516
608
$10K ﹤0.01%
+364
609
$10K ﹤0.01%
606
610
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450
611
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$10K ﹤0.01%
315
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400
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$10K ﹤0.01%
1,000
616
$10K ﹤0.01%
+125
617
$10K ﹤0.01%
143
618
$10K ﹤0.01%
104
619
$10K ﹤0.01%
65
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$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
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