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
$715M
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
855
New
Increased
Reduced
Closed

Top Buys

1
+$1.55M
2
+$1.31M
3
+$1.28M
4
NVS icon
Novartis
NVS
+$1.03M
5
AMZN icon
Amazon
AMZN
+$821K

Top Sells

1
+$9.36M
2
+$1.76M
3
+$1.41M
4
IBM icon
IBM
IBM
+$1.14M
5
AMAT icon
Applied Materials
AMAT
+$664K

Sector Composition

1 Healthcare 13.79%
2 Industrials 13.62%
3 Consumer Staples 11.51%
4 Technology 10.73%
5 Financials 10.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$5K ﹤0.01%
200
627
$5K ﹤0.01%
218
628
$5K ﹤0.01%
80
629
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300
630
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200
631
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125
-300
632
$5K ﹤0.01%
874
+12
633
$4K ﹤0.01%
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634
$4K ﹤0.01%
60
-203
635
$4K ﹤0.01%
+90
636
$4K ﹤0.01%
148
637
$4K ﹤0.01%
4,000
638
$4K ﹤0.01%
584
639
$4K ﹤0.01%
75
640
$4K ﹤0.01%
200
641
$4K ﹤0.01%
74
642
$4K ﹤0.01%
331
643
$4K ﹤0.01%
400
644
$4K ﹤0.01%
75
+15
645
$4K ﹤0.01%
125
646
$4K ﹤0.01%
+300
647
$4K ﹤0.01%
650
648
$4K ﹤0.01%
74
649
$4K ﹤0.01%
74
650
$4K ﹤0.01%
35
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