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
$868M
AUM Growth
+$70.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,005
New
Increased
Reduced
Closed

Top Buys

1
+$3.22M
2
+$2.01M
3
+$1.55M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.48M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$1.48M

Top Sells

1
+$1.59M
2
+$1.12M
3
+$929K
4
GILD icon
Gilead Sciences
GILD
+$697K
5
MET.PRA icon
MetLife Inc Floating Rate Series A
MET.PRA
+$587K

Sector Composition

1 Industrials 13.39%
2 Healthcare 12.88%
3 Financials 12.25%
4 Technology 10.73%
5 Consumer Staples 10.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$15K ﹤0.01%
213
-68
627
$14K ﹤0.01%
184
+24
628
$14K ﹤0.01%
330
629
$14K ﹤0.01%
900
630
$14K ﹤0.01%
600
631
$14K ﹤0.01%
888
632
$14K ﹤0.01%
95
633
$14K ﹤0.01%
961
634
$13K ﹤0.01%
+600
635
$13K ﹤0.01%
244
636
$13K ﹤0.01%
1,000
637
$13K ﹤0.01%
250
638
$13K ﹤0.01%
+787
639
$13K ﹤0.01%
+426
640
$13K ﹤0.01%
300
641
$13K ﹤0.01%
104
642
$13K ﹤0.01%
370
643
$12K ﹤0.01%
+15
644
$12K ﹤0.01%
20
645
$12K ﹤0.01%
+400
646
$12K ﹤0.01%
390
647
$12K ﹤0.01%
400
648
$12K ﹤0.01%
100
649
$12K ﹤0.01%
100
650
$12K ﹤0.01%
520
24 25
26
27 28