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
$642M
AUM Growth
-$45.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
867
New
Increased
Reduced
Closed

Top Buys

1
+$2.53M
2
+$1.84M
3
+$1.48M
4
BKNG icon
Booking.com
BKNG
+$1.34M
5
HON icon
Honeywell
HON
+$1.11M

Top Sells

1
+$3.26M
2
+$2.55M
3
+$1.77M
4
MCD icon
McDonald's
MCD
+$1.05M
5
QCOM icon
Qualcomm
QCOM
+$948K

Sector Composition

1 Healthcare 13.92%
2 Industrials 12.99%
3 Technology 11.33%
4 Consumer Staples 11.32%
5 Financials 10.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$5K ﹤0.01%
200
677
$4K ﹤0.01%
724
678
$4K ﹤0.01%
63
+31
679
$4K ﹤0.01%
300
680
$4K ﹤0.01%
75
681
$4K ﹤0.01%
2,400
682
$4K ﹤0.01%
200
683
$4K ﹤0.01%
220
684
$4K ﹤0.01%
74
685
$4K ﹤0.01%
331
686
$4K ﹤0.01%
75
687
$4K ﹤0.01%
134
688
$4K ﹤0.01%
3
689
$4K ﹤0.01%
450
690
$4K ﹤0.01%
35
691
$4K ﹤0.01%
90
692
$4K ﹤0.01%
150
+50
693
$4K ﹤0.01%
148
694
$4K ﹤0.01%
+172
695
$4K ﹤0.01%
650
696
$3K ﹤0.01%
176
697
$3K ﹤0.01%
114
698
$3K ﹤0.01%
100
699
$3K ﹤0.01%
200
700
$3K ﹤0.01%
65
26 27
28
29 30