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
$797M
AUM Growth
+$44.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
956
New
Increased
Reduced
Closed

Top Buys

1
+$938K
2
+$911K
3
+$856K
4
GE icon
GE Aerospace
GE
+$812K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$798K

Top Sells

1
+$1.25M
2
+$706K
3
+$555K
4
EMC
EMC CORPORATION
EMC
+$552K
5
DHR icon
Danaher
DHR
+$551K

Sector Composition

1 Healthcare 13.98%
2 Industrials 13.34%
3 Technology 11.02%
4 Consumer Staples 10.8%
5 Financials 10.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$7K ﹤0.01%
+500
677
$7K ﹤0.01%
95
678
$7K ﹤0.01%
112
679
$7K ﹤0.01%
600
680
$7K ﹤0.01%
218
681
$6K ﹤0.01%
+200
682
$6K ﹤0.01%
80
683
$6K ﹤0.01%
150
684
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129
-9
685
$6K ﹤0.01%
200
686
$6K ﹤0.01%
150
687
$6K ﹤0.01%
100
688
$6K ﹤0.01%
+1,000
689
$6K ﹤0.01%
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690
$6K ﹤0.01%
50
691
$6K ﹤0.01%
2,400
692
$6K ﹤0.01%
+33
693
$6K ﹤0.01%
75
694
$6K ﹤0.01%
700
695
$6K ﹤0.01%
231
+39
696
$6K ﹤0.01%
250
697
$6K ﹤0.01%
74
698
$5K ﹤0.01%
+30
699
$5K ﹤0.01%
300
700
$5K ﹤0.01%
158
-1,056
26 27
28
29 30