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
+$257K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
875
New
Increased
Reduced
Closed

Top Buys

1
+$779K
2
+$773K
3
+$738K
4
BLK icon
Blackrock
BLK
+$664K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$501K

Top Sells

1
+$1.11M
2
+$922K
3
+$445K
4
BHP icon
BHP
BHP
+$400K
5
ORCL icon
Oracle
ORCL
+$326K

Sector Composition

1 Healthcare 14.28%
2 Industrials 13.39%
3 Technology 11.49%
4 Consumer Staples 10.47%
5 Financials 9.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$5K ﹤0.01%
650
702
$4K ﹤0.01%
+98
703
$4K ﹤0.01%
114
-18
704
$4K ﹤0.01%
+65
705
$4K ﹤0.01%
+300
706
$4K ﹤0.01%
+242
707
$4K ﹤0.01%
134
708
$4K ﹤0.01%
527
709
$4K ﹤0.01%
+220
710
$4K ﹤0.01%
+74
711
$4K ﹤0.01%
100
712
$4K ﹤0.01%
+75
713
$4K ﹤0.01%
+39
714
$4K ﹤0.01%
250
715
$4K ﹤0.01%
+191
716
$4K ﹤0.01%
+210
717
– –
0
718
$4K ﹤0.01%
35
719
$4K ﹤0.01%
300
720
$3K ﹤0.01%
+176
721
$3K ﹤0.01%
+119
722
$3K ﹤0.01%
32
-6
723
$3K ﹤0.01%
44
+15
724
$3K ﹤0.01%
+76
725
$3K ﹤0.01%
72
27 28
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