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
$715M
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
855
New
Increased
Reduced
Closed

Top Buys

1
+$1.55M
2
+$1.31M
3
+$1.28M
4
NVS icon
Novartis
NVS
+$1.03M
5
AMZN icon
Amazon
AMZN
+$821K

Top Sells

1
+$9.36M
2
+$1.76M
3
+$1.41M
4
IBM icon
IBM
IBM
+$1.14M
5
AMAT icon
Applied Materials
AMAT
+$664K

Sector Composition

1 Healthcare 13.79%
2 Industrials 13.62%
3 Consumer Staples 11.51%
4 Technology 10.73%
5 Financials 10.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$4K ﹤0.01%
74
652
$4K ﹤0.01%
74
653
$4K ﹤0.01%
35
654
$3K ﹤0.01%
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655
$3K ﹤0.01%
114
656
$3K ﹤0.01%
50
-282
657
$3K ﹤0.01%
37
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658
$3K ﹤0.01%
100
-5
659
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40
660
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135
661
$3K ﹤0.01%
100
662
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29
663
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100
664
$3K ﹤0.01%
100
665
$3K ﹤0.01%
115
666
$3K ﹤0.01%
100
667
$2K ﹤0.01%
300
668
$2K ﹤0.01%
10
669
$2K ﹤0.01%
100
670
$2K ﹤0.01%
200
671
$2K ﹤0.01%
67
672
$2K ﹤0.01%
+200
673
$2K ﹤0.01%
522
674
$2K ﹤0.01%
44
675
$2K ﹤0.01%
60
25 26
27
28 29