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
$797M
AUM Growth
+$44.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
956
New
Increased
Reduced
Closed

Top Buys

1
+$938K
2
+$911K
3
+$856K
4
GE icon
GE Aerospace
GE
+$812K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$798K

Top Sells

1
+$1.25M
2
+$706K
3
+$555K
4
EMC
EMC CORPORATION
EMC
+$552K
5
DHR icon
Danaher
DHR
+$551K

Sector Composition

1 Healthcare 13.98%
2 Industrials 13.34%
3 Technology 11.02%
4 Consumer Staples 10.8%
5 Financials 10.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$11K ﹤0.01%
100
627
$11K ﹤0.01%
+417
628
$11K ﹤0.01%
302
-40
629
$11K ﹤0.01%
150
+55
630
$11K ﹤0.01%
500
631
$10K ﹤0.01%
724
632
$10K ﹤0.01%
400
-200
633
$10K ﹤0.01%
20
634
$10K ﹤0.01%
600
635
$10K ﹤0.01%
110
636
$10K ﹤0.01%
+125
637
$10K ﹤0.01%
150
638
$10K ﹤0.01%
101
+49
639
$10K ﹤0.01%
300
640
$10K ﹤0.01%
3,500
641
$10K ﹤0.01%
527
642
$10K ﹤0.01%
1
643
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200
644
$10K ﹤0.01%
400
645
$10K ﹤0.01%
250
646
$10K ﹤0.01%
312
647
$10K ﹤0.01%
260
-346
648
$10K ﹤0.01%
128
+70
649
$9K ﹤0.01%
149
650
$9K ﹤0.01%
500
24 25
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