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
$1.59B
AUM Growth
+$178M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
811
New
Increased
Reduced
Closed

Top Buys

1
+$4.1M
2
+$2.13M
3
+$1.53M
4
MSFT icon
Microsoft
MSFT
+$1.07M
5
DIS icon
Walt Disney
DIS
+$933K

Top Sells

1
+$1.68M
2
+$975K
3
+$831K
4
T icon
AT&T
T
+$756K
5
IBM icon
IBM
IBM
+$453K

Sector Composition

1 Technology 19.37%
2 Financials 13.8%
3 Healthcare 13.3%
4 Consumer Discretionary 10.56%
5 Consumer Staples 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$11K ﹤0.01%
+100
652
$11K ﹤0.01%
+80
653
$11K ﹤0.01%
+200
654
$11K ﹤0.01%
+400
655
$11K ﹤0.01%
+141
656
$11K ﹤0.01%
+100
657
$11K ﹤0.01%
+380
658
$11K ﹤0.01%
+100
659
$11K ﹤0.01%
+300
660
$11K ﹤0.01%
+110
661
$10K ﹤0.01%
+50
662
$10K ﹤0.01%
+128
663
$10K ﹤0.01%
+73
664
$10K ﹤0.01%
+100
665
$10K ﹤0.01%
+600
666
$10K ﹤0.01%
+400
667
$10K ﹤0.01%
+82
668
$10K ﹤0.01%
+300
669
$9K ﹤0.01%
+135
670
$9K ﹤0.01%
+100
671
$9K ﹤0.01%
+56
672
$9K ﹤0.01%
+450
673
$9K ﹤0.01%
+180
674
$9K ﹤0.01%
+24
675
$9K ﹤0.01%
+194
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