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
$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 11.02%
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%
+75
602
$13K ﹤0.01%
298
603
$13K ﹤0.01%
+112
604
$13K ﹤0.01%
651
605
$13K ﹤0.01%
+500
606
$13K ﹤0.01%
520
607
$13K ﹤0.01%
300
608
$13K ﹤0.01%
500
609
$13K ﹤0.01%
+500
610
$12K ﹤0.01%
20
611
$12K ﹤0.01%
795
+240
612
$12K ﹤0.01%
275
613
$12K ﹤0.01%
2,300
614
$12K ﹤0.01%
300
615
$12K ﹤0.01%
160
+100
616
$12K ﹤0.01%
+467
617
$12K ﹤0.01%
400
618
$12K ﹤0.01%
1,000
619
$12K ﹤0.01%
250
620
$12K ﹤0.01%
100
621
$12K ﹤0.01%
104
+5
622
$12K ﹤0.01%
104
623
$12K ﹤0.01%
600
+100
624
$11K ﹤0.01%
327
625
$11K ﹤0.01%
421
+420
23 24
25
26 27