TCOV

Trust Company of Vermont Portfolio holdings

AUM $2.4B
1-Year Est. Return 18.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$512M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
726
New
Increased
Reduced
Closed

Top Buys

1
+$18.7M
2
+$12.2M
3
+$11.7M
4
IBM icon
IBM
IBM
+$11.6M
5
CVX icon
Chevron
CVX
+$10.8M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 12.61%
2 Consumer Staples 12.5%
3 Healthcare 11.99%
4 Technology 11.4%
5 Energy 9.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$3K ﹤0.01%
+100
627
$3K ﹤0.01%
+100
628
$3K ﹤0.01%
+63
629
$3K ﹤0.01%
+200
630
$3K ﹤0.01%
+75
631
$3K ﹤0.01%
+95
632
$2K ﹤0.01%
+100
633
$2K ﹤0.01%
+100
634
$2K ﹤0.01%
+200
635
$2K ﹤0.01%
+65
636
$2K ﹤0.01%
+654
637
$2K ﹤0.01%
+42
638
$2K ﹤0.01%
+100
639
$2K ﹤0.01%
+148
640
$2K ﹤0.01%
+600
641
$2K ﹤0.01%
+168
642
$2K ﹤0.01%
+21
643
$2K ﹤0.01%
+115
644
$2K ﹤0.01%
+150
645
$2K ﹤0.01%
+42
646
– –
0
647
$2K ﹤0.01%
+100
648
$2K ﹤0.01%
+73
649
$2K ﹤0.01%
+700
650
$1K ﹤0.01%
+15
24 25
26
27 28