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
$1.59B
AUM Growth
+$178M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
811
New
Increased
Reduced
Closed

Top Buys

1
+$4.1M
2
+$2.13M
3
+$1.53M
4
MSFT icon
Microsoft
MSFT
+$1.07M
5
DIS icon
Walt Disney
DIS
+$933K

Top Sells

1
+$1.68M
2
+$975K
3
+$831K
4
T icon
AT&T
T
+$756K
5
IBM icon
IBM
IBM
+$453K

Sector Composition

1 Technology 19.37%
2 Financials 13.8%
3 Healthcare 13.3%
4 Consumer Discretionary 10.56%
5 Consumer Staples 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$14K ﹤0.01%
+300
627
$14K ﹤0.01%
+300
628
$14K ﹤0.01%
+150
629
$14K ﹤0.01%
+60
630
$14K ﹤0.01%
+750
631
$13K ﹤0.01%
+134
632
$13K ﹤0.01%
+341
633
$13K ﹤0.01%
+235
634
$13K ﹤0.01%
+80
635
$13K ﹤0.01%
+300
636
$12K ﹤0.01%
+200
637
$12K ﹤0.01%
+120
638
$12K ﹤0.01%
+468
639
$12K ﹤0.01%
+158
640
$12K ﹤0.01%
+150
641
$12K ﹤0.01%
+763
642
$12K ﹤0.01%
+200
643
$12K ﹤0.01%
+300
644
$12K ﹤0.01%
+110
645
$12K ﹤0.01%
+60
646
$12K ﹤0.01%
+58
647
$12K ﹤0.01%
+250
648
$12K ﹤0.01%
+126
649
$11K ﹤0.01%
+203
650
$11K ﹤0.01%
+350
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