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
$512M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
726
New
Increased
Reduced
Closed

Top Buys

1
+$18.8M
2
+$12.3M
3
+$11.5M
4
IBM icon
IBM
IBM
+$10.9M
5
CVX icon
Chevron
CVX
+$10.6M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 12.61%
2 Consumer Staples 12.5%
3 Healthcare 11.99%
4 Technology 11.4%
5 Energy 9.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$1K ﹤0.01%
+300
652
$1K ﹤0.01%
+10
653
$1K ﹤0.01%
+15
654
$1K ﹤0.01%
+100
655
$1K ﹤0.01%
+44
656
$1K ﹤0.01%
+49
657
$1K ﹤0.01%
+14
658
$1K ﹤0.01%
+66
659
$1K ﹤0.01%
+30
660
$1K ﹤0.01%
+8
661
$1K ﹤0.01%
+44
662
$1K ﹤0.01%
+7
663
$1K ﹤0.01%
+50
664
$0 ﹤0.01%
+100
665
$0 ﹤0.01%
+8
666
$0 ﹤0.01%
+30
667
$0 ﹤0.01%
+7
668
$0 ﹤0.01%
+67
669
$0 ﹤0.01%
+1
670
$0 ﹤0.01%
+10
671
$0 ﹤0.01%
+27
672
– –
0
673
$0 ﹤0.01%
+32
674
$0 ﹤0.01%
+2
675
$0 ﹤0.01%
+2
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