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
$797M
AUM Growth
+$44.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
956
New
Increased
Reduced
Closed

Top Buys

1
+$938K
2
+$911K
3
+$856K
4
GE icon
GE Aerospace
GE
+$812K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$798K

Top Sells

1
+$1.25M
2
+$706K
3
+$555K
4
EMC
EMC CORPORATION
EMC
+$552K
5
DHR icon
Danaher
DHR
+$551K

Sector Composition

1 Healthcare 13.98%
2 Industrials 13.34%
3 Technology 11.02%
4 Consumer Staples 10.8%
5 Financials 10.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$9K ﹤0.01%
350
652
$9K ﹤0.01%
+800
653
$9K ﹤0.01%
+115
654
$9K ﹤0.01%
160
655
$9K ﹤0.01%
+484
656
$9K ﹤0.01%
250
657
$9K ﹤0.01%
650
658
$8K ﹤0.01%
244
659
$8K ﹤0.01%
+125
660
$8K ﹤0.01%
250
661
$8K ﹤0.01%
+250
662
$8K ﹤0.01%
516
663
$8K ﹤0.01%
251
-1
664
$8K ﹤0.01%
269
665
$8K ﹤0.01%
500
666
$8K ﹤0.01%
285
667
$8K ﹤0.01%
248
+120
668
$7K ﹤0.01%
208
-50
669
$7K ﹤0.01%
+483
670
$7K ﹤0.01%
400
671
$7K ﹤0.01%
183
672
$7K ﹤0.01%
200
673
$7K ﹤0.01%
140
-17
674
$7K ﹤0.01%
136
675
$7K ﹤0.01%
+175
25 26
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