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
$1.59B
AUM Growth
+$178M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
811
New
Increased
Reduced
Closed

Top Buys

1
+$4.1M
2
+$2.13M
3
+$1.53M
4
MSFT icon
Microsoft
MSFT
+$1.07M
5
DIS icon
Walt Disney
DIS
+$933K

Top Sells

1
+$1.68M
2
+$975K
3
+$831K
4
T icon
AT&T
T
+$756K
5
IBM icon
IBM
IBM
+$453K

Sector Composition

1 Technology 19.37%
2 Financials 13.8%
3 Healthcare 13.3%
4 Consumer Discretionary 10.56%
5 Consumer Staples 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$9K ﹤0.01%
+250
677
$9K ﹤0.01%
+100
678
$9K ﹤0.01%
+1,252
679
$9K ﹤0.01%
+28
680
$9K ﹤0.01%
+64
681
$9K ﹤0.01%
+100
682
$9K ﹤0.01%
+500
683
$8K ﹤0.01%
+104
684
$8K ﹤0.01%
+200
685
$8K ﹤0.01%
+79
686
$8K ﹤0.01%
+500
687
$8K ﹤0.01%
+200
688
$8K ﹤0.01%
+347
689
$8K ﹤0.01%
+1,362
690
$8K ﹤0.01%
+200
691
$8K ﹤0.01%
+71
692
$8K ﹤0.01%
+71
693
$8K ﹤0.01%
+150
694
$7K ﹤0.01%
+65
695
$7K ﹤0.01%
+32
696
$7K ﹤0.01%
+380
697
$7K ﹤0.01%
+553
698
$7K ﹤0.01%
+5,000
699
$7K ﹤0.01%
+200
700
$7K ﹤0.01%
+127
26 27
28
29 30