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
$648M
AUM Growth
+$37.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
793
New
Increased
Reduced
Closed

Top Buys

1
+$620K
2
+$555K
3
+$488K
4
COF icon
Capital One
COF
+$461K
5
CMCSA icon
Comcast
CMCSA
+$433K

Top Sells

1
+$614K
2
+$565K
3
+$429K
4
NEE icon
NextEra Energy
NEE
+$340K
5
KN icon
Knowles
KN
+$219K

Sector Composition

1 Industrials 13.7%
2 Healthcare 13%
3 Technology 11.33%
4 Consumer Staples 10.5%
5 Energy 9.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$3K ﹤0.01%
63
-35
677
$3K ﹤0.01%
100
678
$3K ﹤0.01%
100
679
$3K ﹤0.01%
139
680
$3K ﹤0.01%
100
681
$3K ﹤0.01%
168
682
$3K ﹤0.01%
+23
683
$3K ﹤0.01%
29
+8
684
$3K ﹤0.01%
75
685
$2K ﹤0.01%
+133
686
$2K ﹤0.01%
300
687
$2K ﹤0.01%
10
688
$2K ﹤0.01%
44
+10
689
$2K ﹤0.01%
100
690
$2K ﹤0.01%
95
691
$2K ﹤0.01%
49
692
$2K ﹤0.01%
60
693
$2K ﹤0.01%
98
694
$2K ﹤0.01%
40
695
$2K ﹤0.01%
44
696
$2K ﹤0.01%
7
697
$1K ﹤0.01%
55
-11
698
$1K ﹤0.01%
1
699
$1K ﹤0.01%
66
700
$1K ﹤0.01%
25
26 27
28
29 30