TCOV
Trust Company of Vermont Portfolio holdings
AUM
$2.12B
1-Year Return
16.19%
This Quarter Return
+7.3%
1 Year Return
+16.19%
3 Year Return
+64.62%
5 Year Return
+115.21%
10 Year Return
+268.81%
AUM
$698M
AUM Growth
+$55.9M
(+8.7%)
Cap. Flow
+$19.8M
Cap. Flow
% of AUM
2.83%
Top 10 Holdings %
Top 10 Hldgs %
19.21%
Holding
886
New
67
Increased
222
Reduced
165
Closed
53
Top Buys
| 1 |
GMCR
KEURIG GREEN MTN INC
GMCR
|
+$9.24M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
+$3.05M |
| 3 |
Chubb
CB
|
+$2.35M |
| 4 |
Union Pacific
UNP
|
+$1.31M |
| 5 |
Mastercard
MA
|
+$1.07M |
Top Sells
| 1 |
Alphabet (Google) Class C
GOOG
|
+$2.64M |
| 2 |
Norfolk Southern
NSC
|
+$1.45M |
| 3 |
Ford
F
|
+$1.18M |
| 4 |
Medtronic
MDT
|
+$860K |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$791K |
Sector Composition
| 1 | Healthcare | 14.3% |
| 2 | Industrials | 13.21% |
| 3 | Consumer Staples | 11.2% |
| 4 | Technology | 10.79% |
| 5 | Financials | 10.45% |
