TCOV

Trust Company of Vermont Portfolio holdings

AUM $2.4B
1-Year Est. Return 18.75%
This Quarter Est. Return
1 Year Est. Return
+18.75%
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%
134
679
$5K ﹤0.01%
50
680
$5K ﹤0.01%
100
681
$5K ﹤0.01%
+78
682
$5K ﹤0.01%
90
683
$5K ﹤0.01%
100
684
$5K ﹤0.01%
148
685
$5K ﹤0.01%
75
686
$5K ﹤0.01%
+73
687
$5K ﹤0.01%
2,400
688
$5K ﹤0.01%
200
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$5K ﹤0.01%
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690
$5K ﹤0.01%
200
691
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63
692
$5K ﹤0.01%
331
693
$5K ﹤0.01%
+500
694
$5K ﹤0.01%
75
695
$5K ﹤0.01%
100
696
$5K ﹤0.01%
+100
697
$5K ﹤0.01%
+82
698
$5K ﹤0.01%
+74
699
$5K ﹤0.01%
200
700
$5K ﹤0.01%
200
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