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
$597M
AUM Growth
+$51.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
785
New
Increased
Reduced
Closed

Top Buys

1
+$710K
2
+$703K
3
+$574K
4
WFC icon
Wells Fargo
WFC
+$508K
5
COF icon
Capital One
COF
+$496K

Top Sells

1
+$742K
2
+$720K
3
+$588K
4
XOM icon
Exxon Mobil
XOM
+$567K
5
MO icon
Altria Group
MO
+$555K

Sector Composition

1 Industrials 13.87%
2 Healthcare 12.35%
3 Consumer Staples 11.39%
4 Technology 11.22%
5 Energy 9.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$4K ﹤0.01%
189
-378
652
$4K ﹤0.01%
100
653
$4K ﹤0.01%
+500
654
$3K ﹤0.01%
148
655
$3K ﹤0.01%
200
656
$3K ﹤0.01%
+60
657
$3K ﹤0.01%
168
658
$3K ﹤0.01%
57
659
$3K ﹤0.01%
75
660
$3K ﹤0.01%
100
-195
661
$3K ﹤0.01%
50
662
$3K ﹤0.01%
120
663
$2K ﹤0.01%
300
664
$2K ﹤0.01%
100
665
$2K ﹤0.01%
+100
666
$2K ﹤0.01%
95
667
$2K ﹤0.01%
44
668
$2K ﹤0.01%
10
669
$2K ﹤0.01%
42
-86
670
$2K ﹤0.01%
100
-100
671
$2K ﹤0.01%
100
672
$2K ﹤0.01%
+50
673
$2K ﹤0.01%
49
674
$2K ﹤0.01%
21
675
$2K ﹤0.01%
+98
25 26
27
28 29