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
+$257K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
875
New
Increased
Reduced
Closed

Top Buys

1
+$779K
2
+$773K
3
+$738K
4
BLK icon
Blackrock
BLK
+$664K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$501K

Top Sells

1
+$1.11M
2
+$922K
3
+$445K
4
BHP icon
BHP
BHP
+$400K
5
ORCL icon
Oracle
ORCL
+$326K

Sector Composition

1 Healthcare 14.28%
2 Industrials 13.39%
3 Technology 11.49%
4 Consumer Staples 10.47%
5 Financials 9.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$6K ﹤0.01%
250
677
$6K ﹤0.01%
82
-12
678
$5K ﹤0.01%
650
679
$5K ﹤0.01%
134
680
$5K ﹤0.01%
50
681
$5K ﹤0.01%
100
682
$5K ﹤0.01%
+78
683
$5K ﹤0.01%
90
684
$5K ﹤0.01%
100
685
$5K ﹤0.01%
148
686
$5K ﹤0.01%
75
687
$5K ﹤0.01%
+73
688
$5K ﹤0.01%
2,400
689
$5K ﹤0.01%
200
690
$5K ﹤0.01%
331
691
$5K ﹤0.01%
+500
692
$5K ﹤0.01%
75
693
$5K ﹤0.01%
100
694
$5K ﹤0.01%
+100
695
$5K ﹤0.01%
+82
696
$5K ﹤0.01%
+74
697
$5K ﹤0.01%
200
698
$5K ﹤0.01%
200
699
$5K ﹤0.01%
+81
700
$5K ﹤0.01%
200
26 27
28
29 30