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
$1.2B
AUM Growth
+$42.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,087
New
Increased
Reduced
Closed

Top Buys

1
+$1.62M
2
+$1.22M
3
+$846K
4
MSM icon
MSC Industrial Direct
MSM
+$801K
5
JPM icon
JPMorgan Chase
JPM
+$786K

Top Sells

1
+$1.27M
2
+$639K
3
+$639K
4
XOM icon
Exxon Mobil
XOM
+$540K
5
WFC icon
Wells Fargo
WFC
+$523K

Sector Composition

1 Technology 13.39%
2 Financials 13.27%
3 Healthcare 13.2%
4 Industrials 11.18%
5 Consumer Staples 9.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$19K ﹤0.01%
300
602
$19K ﹤0.01%
425
603
$19K ﹤0.01%
304
604
$19K ﹤0.01%
2,400
605
$19K ﹤0.01%
90
606
$19K ﹤0.01%
700
607
$19K ﹤0.01%
656
608
$19K ﹤0.01%
+300
609
$19K ﹤0.01%
86
610
$19K ﹤0.01%
500
+300
611
$18K ﹤0.01%
572
612
$18K ﹤0.01%
+133
613
$18K ﹤0.01%
1,088
614
$18K ﹤0.01%
15
615
$18K ﹤0.01%
162
616
$18K ﹤0.01%
363
617
$18K ﹤0.01%
131
+22
618
$18K ﹤0.01%
+187
619
$18K ﹤0.01%
+362
620
$18K ﹤0.01%
+800
621
$18K ﹤0.01%
293
622
$18K ﹤0.01%
2,747
-1,486
623
$17K ﹤0.01%
963
624
$17K ﹤0.01%
384
+160
625
$17K ﹤0.01%
+300
23 24
25
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