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
$597M
AUM Growth
+$51.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
785
New
Increased
Reduced
Closed

Top Buys

1
+$710K
2
+$703K
3
+$574K
4
WFC icon
Wells Fargo
WFC
+$508K
5
COF icon
Capital One
COF
+$496K

Top Sells

1
+$742K
2
+$720K
3
+$588K
4
XOM icon
Exxon Mobil
XOM
+$567K
5
MO icon
Altria Group
MO
+$555K

Sector Composition

1 Industrials 13.87%
2 Healthcare 12.35%
3 Consumer Staples 11.39%
4 Technology 11.22%
5 Energy 9.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$5K ﹤0.01%
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+100
628
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629
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630
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631
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632
$5K ﹤0.01%
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633
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635
$5K ﹤0.01%
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636
– –
0
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$5K ﹤0.01%
75
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641
$5K ﹤0.01%
+200
642
$5K ﹤0.01%
240
643
$5K ﹤0.01%
+35
644
$4K ﹤0.01%
+500
645
$4K ﹤0.01%
+100
646
$4K ﹤0.01%
189
-378
647
$4K ﹤0.01%
100
648
$4K ﹤0.01%
134
649
$4K ﹤0.01%
+139
650
$4K ﹤0.01%
100
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