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
$715M
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
855
New
Increased
Reduced
Closed

Top Buys

1
+$1.55M
2
+$1.31M
3
+$1.28M
4
NVS icon
Novartis
NVS
+$1.03M
5
AMZN icon
Amazon
AMZN
+$821K

Top Sells

1
+$9.36M
2
+$1.76M
3
+$1.41M
4
IBM icon
IBM
IBM
+$1.14M
5
AMAT icon
Applied Materials
AMAT
+$664K

Sector Composition

1 Healthcare 13.79%
2 Industrials 13.62%
3 Consumer Staples 11.51%
4 Technology 10.73%
5 Financials 10.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$2K ﹤0.01%
60
-5
677
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40
678
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40
679
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44
680
$2K ﹤0.01%
+202
681
$2K ﹤0.01%
38
682
$2K ﹤0.01%
100
683
$1K ﹤0.01%
28
684
$1K ﹤0.01%
1
685
$1K ﹤0.01%
100
686
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34
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689
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690
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17
-226
691
$1K ﹤0.01%
49
692
$1K ﹤0.01%
14
693
$1K ﹤0.01%
11
694
$1K ﹤0.01%
94
695
$1K ﹤0.01%
12
696
$1K ﹤0.01%
44
697
– –
-261
698
– –
-200
699
– –
-200
700
– –
-1,450
26 27
28
29 30