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
$512M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
726
New
Increased
Reduced
Closed

Top Buys

1
+$18.8M
2
+$12.3M
3
+$11.5M
4
IBM icon
IBM
IBM
+$10.9M
5
CVX icon
Chevron
CVX
+$10.6M

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%
+63
627
$3K ﹤0.01%
+200
628
$3K ﹤0.01%
+75
629
$3K ﹤0.01%
+95
630
$3K ﹤0.01%
+62
631
$3K ﹤0.01%
+150
632
$3K ﹤0.01%
+50
633
$2K ﹤0.01%
+65
634
$2K ﹤0.01%
+654
635
$2K ﹤0.01%
+42
636
$2K ﹤0.01%
+100
637
$2K ﹤0.01%
+100
638
$2K ﹤0.01%
+100
639
$2K ﹤0.01%
+148
640
$2K ﹤0.01%
+200
641
$2K ﹤0.01%
+600
642
$2K ﹤0.01%
+168
643
$2K ﹤0.01%
+21
644
$2K ﹤0.01%
+115
645
$2K ﹤0.01%
+150
646
$2K ﹤0.01%
+42
647
– –
0
648
$2K ﹤0.01%
+100
649
$2K ﹤0.01%
+73
650
$2K ﹤0.01%
+700
24 25
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