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
$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%
527
-181
702
$3K ﹤0.01%
139
703
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175
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704
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51
705
$3K ﹤0.01%
72
+12
706
$3K ﹤0.01%
832
707
$3K ﹤0.01%
1
708
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75
709
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710
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711
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$3K ﹤0.01%
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714
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$2K ﹤0.01%
60
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$2K ﹤0.01%
100
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719
$2K ﹤0.01%
100
-140
720
$2K ﹤0.01%
117
+19
721
$2K ﹤0.01%
+120
722
$2K ﹤0.01%
40
723
$1K ﹤0.01%
+16
724
$1K ﹤0.01%
25
725
$1K ﹤0.01%
49
27 28
29
30 31