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
$797M
AUM Growth
+$44.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
956
New
Increased
Reduced
Closed

Top Buys

1
+$938K
2
+$911K
3
+$856K
4
GE icon
GE Aerospace
GE
+$812K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$798K

Top Sells

1
+$1.25M
2
+$706K
3
+$555K
4
EMC
EMC CORPORATION
EMC
+$552K
5
DHR icon
Danaher
DHR
+$551K

Sector Composition

1 Healthcare 13.98%
2 Industrials 13.34%
3 Technology 11.01%
4 Consumer Staples 10.8%
5 Financials 10.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$13K ﹤0.01%
600
602
$13K ﹤0.01%
486
-200
603
$13K ﹤0.01%
+75
604
$13K ﹤0.01%
298
605
$13K ﹤0.01%
+112
606
$13K ﹤0.01%
651
607
$13K ﹤0.01%
+500
608
$13K ﹤0.01%
520
609
$13K ﹤0.01%
300
610
$12K ﹤0.01%
20
611
$12K ﹤0.01%
2,300
612
$12K ﹤0.01%
300
613
$12K ﹤0.01%
160
+100
614
$12K ﹤0.01%
+467
615
$12K ﹤0.01%
400
616
$12K ﹤0.01%
1,000
617
$12K ﹤0.01%
250
618
$12K ﹤0.01%
100
619
$12K ﹤0.01%
104
+5
620
$12K ﹤0.01%
104
621
$12K ﹤0.01%
600
+100
622
$12K ﹤0.01%
795
+240
623
$12K ﹤0.01%
275
624
$11K ﹤0.01%
327
625
$11K ﹤0.01%
442
+441
23 24
25
26 27