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
$687M
AUM Growth
+$1.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
860
New
Increased
Reduced
Closed

Top Buys

1 +$4.61M
2 +$875K
3 +$873K
4
TXN icon
Texas Instruments
TXN
+$837K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$782K

Top Sells

1 +$6.71M
2 +$1.36M
3 +$750K
4
MCD icon
McDonald's
MCD
+$572K
5
MO icon
Altria Group
MO
+$532K

Sector Composition

1 Healthcare 13.77%
2 Industrials 13.71%
3 Technology 11.57%
4 Consumer Staples 10.7%
5 Financials 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
651
$7K ﹤0.01%
755
652
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147
653
$7K ﹤0.01%
862
654
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175
655
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+300
656
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50
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658
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3
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661
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422
-329
662
$6K ﹤0.01%
50
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3,500
664
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450
666
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75
667
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669
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250
670
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200
671
$5K ﹤0.01%
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672
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2,400
673
$5K ﹤0.01%
200
674
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250
675
$5K ﹤0.01%
650