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
$687M
AUM Growth
+$1.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
860
New
Increased
Reduced
Closed

Top Buys

1
+$4.61M
2
+$875K
3
+$873K
4
TXN icon
Texas Instruments
TXN
+$837K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$782K

Top Sells

1
+$6.71M
2
+$1.36M
3
+$750K
4
MCD icon
McDonald's
MCD
+$572K
5
MO icon
Altria Group
MO
+$532K

Sector Composition

1 Healthcare 13.77%
2 Industrials 13.71%
3 Technology 11.57%
4 Consumer Staples 10.7%
5 Financials 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$4K ﹤0.01%
300
702
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703
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-6
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$3K ﹤0.01%
100
705
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706
$3K ﹤0.01%
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707
$3K ﹤0.01%
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-235
708
$3K ﹤0.01%
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709
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72
+12
710
$3K ﹤0.01%
832
711
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1
712
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713
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+19
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+120
716
$2K ﹤0.01%
40
717
$2K ﹤0.01%
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718
$2K ﹤0.01%
10
719
$2K ﹤0.01%
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720
$2K ﹤0.01%
100
721
$2K ﹤0.01%
44
722
$2K ﹤0.01%
100
-140
723
$1K ﹤0.01%
+16
724
$1K ﹤0.01%
+20
725
$1K ﹤0.01%
1
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