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
$1.2B
AUM Growth
+$42.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,087
New
Increased
Reduced
Closed

Top Buys

1
+$1.62M
2
+$1.22M
3
+$846K
4
MSM icon
MSC Industrial Direct
MSM
+$801K
5
JPM icon
JPMorgan Chase
JPM
+$786K

Top Sells

1
+$1.27M
2
+$639K
3
+$639K
4
XOM icon
Exxon Mobil
XOM
+$540K
5
WFC icon
Wells Fargo
WFC
+$523K

Sector Composition

1 Technology 13.39%
2 Financials 13.27%
3 Healthcare 13.2%
4 Industrials 11.18%
5 Consumer Staples 9.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$10K ﹤0.01%
468
702
$10K ﹤0.01%
300
703
$10K ﹤0.01%
19
704
$10K ﹤0.01%
+748
705
$10K ﹤0.01%
+250
706
$10K ﹤0.01%
107
+34
707
$10K ﹤0.01%
442
-72
708
$10K ﹤0.01%
1,000
709
$10K ﹤0.01%
+600
710
$10K ﹤0.01%
104
711
$10K ﹤0.01%
48
712
$10K ﹤0.01%
+500
713
$10K ﹤0.01%
273
714
$9K ﹤0.01%
62
-30
715
$9K ﹤0.01%
400
716
$9K ﹤0.01%
200
717
$9K ﹤0.01%
500
718
$9K ﹤0.01%
186
719
$9K ﹤0.01%
+553
720
$9K ﹤0.01%
237
721
$9K ﹤0.01%
+670
722
$9K ﹤0.01%
1,862
723
$9K ﹤0.01%
189
724
$9K ﹤0.01%
250
725
$9K ﹤0.01%
185
27 28
29
30 31