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
$698M
AUM Growth
+$55.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
886
New
Increased
Reduced
Closed

Top Buys

1
+$9.24M
2
+$3.05M
3
+$2.35M
4
UNP icon
Union Pacific
UNP
+$1.31M
5
MA icon
Mastercard
MA
+$1.07M

Top Sells

1
+$2.64M
2
+$1.45M
3
+$1.18M
4
MDT icon
Medtronic
MDT
+$860K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$791K

Sector Composition

1 Healthcare 14.3%
2 Industrials 13.21%
3 Consumer Staples 11.2%
4 Technology 10.79%
5 Financials 10.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$2K ﹤0.01%
10
-30
702
$2K ﹤0.01%
100
703
$2K ﹤0.01%
+37
704
$2K ﹤0.01%
300
705
$2K ﹤0.01%
66
+34
706
$2K ﹤0.01%
+50
707
$2K ﹤0.01%
67
-105
708
$2K ﹤0.01%
105
+5
709
$2K ﹤0.01%
+31
710
$2K ﹤0.01%
+45
711
$2K ﹤0.01%
+157
712
$2K ﹤0.01%
522
-5
713
$2K ﹤0.01%
44
714
$2K ﹤0.01%
60
715
$2K ﹤0.01%
65
-20
716
$2K ﹤0.01%
40
717
$2K ﹤0.01%
+43
718
$2K ﹤0.01%
+47
719
$2K ﹤0.01%
40
720
$2K ﹤0.01%
+30
721
$2K ﹤0.01%
+77
722
$2K ﹤0.01%
+79
723
$2K ﹤0.01%
44
724
$2K ﹤0.01%
+115
725
$2K ﹤0.01%
38
-25
27 28
29
30 31