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
+$257K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
875
New
Increased
Reduced
Closed

Top Buys

1
+$779K
2
+$773K
3
+$738K
4
BLK icon
Blackrock
BLK
+$664K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$501K

Top Sells

1
+$1.11M
2
+$922K
3
+$445K
4
BHP icon
BHP
BHP
+$400K
5
ORCL icon
Oracle
ORCL
+$326K

Sector Composition

1 Healthcare 14.28%
2 Industrials 13.39%
3 Technology 11.49%
4 Consumer Staples 10.47%
5 Financials 9.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$8K ﹤0.01%
238
652
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200
653
$8K ﹤0.01%
285
654
$7K ﹤0.01%
149
655
$7K ﹤0.01%
40
+30
656
$7K ﹤0.01%
200
657
$7K ﹤0.01%
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658
$7K ﹤0.01%
50
659
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660
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100
-50
661
$6K ﹤0.01%
+54
662
$6K ﹤0.01%
+150
663
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414
-207
664
$6K ﹤0.01%
+126
665
$6K ﹤0.01%
200
666
$6K ﹤0.01%
862
667
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300
668
$6K ﹤0.01%
3,500
669
$6K ﹤0.01%
+400
670
$6K ﹤0.01%
740
671
$6K ﹤0.01%
3
672
$6K ﹤0.01%
700
-50
673
$6K ﹤0.01%
450
674
$6K ﹤0.01%
200
675
$6K ﹤0.01%
422
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