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
+$1.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
860
New
Increased
Reduced
Closed

Top Buys

1
+$4.61M
2
+$875K
3
+$873K
4
TXN icon
Texas Instruments
TXN
+$837K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$782K

Top Sells

1
+$6.71M
2
+$1.36M
3
+$750K
4
MCD icon
McDonald's
MCD
+$572K
5
MO icon
Altria Group
MO
+$532K

Sector Composition

1 Healthcare 13.77%
2 Industrials 13.71%
3 Technology 11.57%
4 Consumer Staples 10.7%
5 Financials 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$5K ﹤0.01%
200
677
$5K ﹤0.01%
200
678
$5K ﹤0.01%
200
679
$5K ﹤0.01%
134
680
$5K ﹤0.01%
+96
681
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100
682
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90
683
$5K ﹤0.01%
100
684
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+200
685
$5K ﹤0.01%
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686
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200
687
$5K ﹤0.01%
63
688
$5K ﹤0.01%
35
689
$4K ﹤0.01%
150
690
$4K ﹤0.01%
132
-24
691
$4K ﹤0.01%
38
692
$4K ﹤0.01%
225
693
$4K ﹤0.01%
134
694
$4K ﹤0.01%
527
-181
695
$4K ﹤0.01%
100
696
$4K ﹤0.01%
75
697
$4K ﹤0.01%
331
698
$4K ﹤0.01%
100
699
$4K ﹤0.01%
100
700
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0
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