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
$686M
AUM Growth
+$24.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
872
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$841K
3
+$542K
4
WFM
Whole Foods Market Inc
WFM
+$514K
5
DNOW icon
DNOW Inc
DNOW
+$500K

Top Sells

1
+$817K
2
+$733K
3
+$624K
4
MCD icon
McDonald's
MCD
+$590K
5
NUE icon
Nucor
NUE
+$583K

Sector Composition

1 Industrials 13.9%
2 Healthcare 13.65%
3 Technology 11.65%
4 Consumer Staples 10.98%
5 Financials 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$7K ﹤0.01%
65
652
$7K ﹤0.01%
+336
653
$7K ﹤0.01%
740
654
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63
-262
655
$7K ﹤0.01%
70
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656
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755
657
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75
658
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659
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+724
660
$7K ﹤0.01%
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661
$7K ﹤0.01%
80
662
$7K ﹤0.01%
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663
$6K ﹤0.01%
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664
$6K ﹤0.01%
250
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665
$6K ﹤0.01%
85
666
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+200
667
$6K ﹤0.01%
50
668
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669
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670
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671
$6K ﹤0.01%
200
672
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673
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389
674
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250
675
$6K ﹤0.01%
366
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