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
+$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%
63
702
$4K ﹤0.01%
300
703
$4K ﹤0.01%
+98
704
$4K ﹤0.01%
114
-18
705
$4K ﹤0.01%
+65
706
$4K ﹤0.01%
+300
707
$4K ﹤0.01%
+242
708
$4K ﹤0.01%
134
709
$4K ﹤0.01%
527
710
$4K ﹤0.01%
+220
711
$4K ﹤0.01%
+74
712
$4K ﹤0.01%
100
713
$4K ﹤0.01%
+75
714
$4K ﹤0.01%
+39
715
$4K ﹤0.01%
250
716
$4K ﹤0.01%
+191
717
$4K ﹤0.01%
+210
718
– –
0
719
$4K ﹤0.01%
35
720
$3K ﹤0.01%
+176
721
$3K ﹤0.01%
+119
722
$3K ﹤0.01%
32
-6
723
$3K ﹤0.01%
+59
724
$3K ﹤0.01%
+117
725
$3K ﹤0.01%
+63
27 28
29
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