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
$797M
AUM Growth
+$44.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
956
New
Increased
Reduced
Closed

Top Buys

1
+$938K
2
+$911K
3
+$856K
4
GE icon
GE Aerospace
GE
+$812K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$798K

Top Sells

1
+$1.25M
2
+$706K
3
+$555K
4
EMC
EMC CORPORATION
EMC
+$552K
5
DHR icon
Danaher
DHR
+$551K

Sector Composition

1 Healthcare 13.98%
2 Industrials 13.34%
3 Technology 11.01%
4 Consumer Staples 10.8%
5 Financials 10.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$5K ﹤0.01%
+142
702
$5K ﹤0.01%
200
703
$5K ﹤0.01%
125
704
$5K ﹤0.01%
100
705
$5K ﹤0.01%
82
706
$5K ﹤0.01%
+30
707
$5K ﹤0.01%
300
708
$5K ﹤0.01%
158
-1,056
709
$5K ﹤0.01%
200
710
$4K ﹤0.01%
148
711
$4K ﹤0.01%
111
-11
712
$4K ﹤0.01%
1,000
713
$4K ﹤0.01%
145
714
$4K ﹤0.01%
35
715
$4K ﹤0.01%
134
716
$4K ﹤0.01%
300
717
$4K ﹤0.01%
90
718
$4K ﹤0.01%
+175
719
$4K ﹤0.01%
+60
720
$4K ﹤0.01%
500
721
$4K ﹤0.01%
584
722
$4K ﹤0.01%
75
723
$4K ﹤0.01%
+80
724
$4K ﹤0.01%
200
725
$4K ﹤0.01%
400
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