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
$1.59B
AUM Growth
+$178M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
811
New
Increased
Reduced
Closed

Top Buys

1
+$4.1M
2
+$2.13M
3
+$1.53M
4
MSFT icon
Microsoft
MSFT
+$1.07M
5
DIS icon
Walt Disney
DIS
+$933K

Top Sells

1
+$1.68M
2
+$975K
3
+$831K
4
T icon
AT&T
T
+$756K
5
IBM icon
IBM
IBM
+$453K

Sector Composition

1 Technology 19.37%
2 Financials 13.8%
3 Healthcare 13.3%
4 Consumer Discretionary 10.56%
5 Consumer Staples 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$18K ﹤0.01%
+42
602
$18K ﹤0.01%
+205
603
$17K ﹤0.01%
+500
604
$17K ﹤0.01%
+311
605
$17K ﹤0.01%
+131
606
$17K ﹤0.01%
+250
607
$16K ﹤0.01%
+168
608
$16K ﹤0.01%
+86
609
$16K ﹤0.01%
+326
610
$16K ﹤0.01%
+24
611
$16K ﹤0.01%
+421
612
$16K ﹤0.01%
+600
613
$16K ﹤0.01%
+200
614
$15K ﹤0.01%
+185
615
$15K ﹤0.01%
+231
616
$15K ﹤0.01%
+275
617
$15K ﹤0.01%
+500
618
$15K ﹤0.01%
+200
619
$15K ﹤0.01%
+132
620
$15K ﹤0.01%
+73
621
$15K ﹤0.01%
+225
622
$14K ﹤0.01%
+221
623
$14K ﹤0.01%
+150
624
$14K ﹤0.01%
+300
625
$14K ﹤0.01%
+888
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