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
$1.59B
AUM Growth
+$178M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
811
New
Increased
Reduced
Closed

Top Buys

1
+$4.1M
2
+$2.13M
3
+$1.53M
4
MSFT icon
Microsoft
MSFT
+$1.07M
5
DIS icon
Walt Disney
DIS
+$933K

Top Sells

1
+$1.68M
2
+$975K
3
+$831K
4
T icon
AT&T
T
+$756K
5
IBM icon
IBM
IBM
+$453K

Sector Composition

1 Technology 19.37%
2 Financials 13.8%
3 Healthcare 13.3%
4 Consumer Discretionary 10.56%
5 Consumer Staples 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$7K ﹤0.01%
+150
702
$7K ﹤0.01%
+30
703
$7K ﹤0.01%
+44
704
$6K ﹤0.01%
+8
705
$6K ﹤0.01%
+500
706
$6K ﹤0.01%
+13
707
$6K ﹤0.01%
+40
708
$6K ﹤0.01%
+130
709
$6K ﹤0.01%
+75
710
$6K ﹤0.01%
+96
711
$6K ﹤0.01%
+100
712
$6K ﹤0.01%
+1,650
713
$6K ﹤0.01%
+50
714
$6K ﹤0.01%
+400
715
$6K ﹤0.01%
+100
716
$5K ﹤0.01%
+45
717
$5K ﹤0.01%
+300
718
$5K ﹤0.01%
+160
719
$5K ﹤0.01%
+76
720
$5K ﹤0.01%
+99
721
$5K ﹤0.01%
+57
722
$5K ﹤0.01%
+85
723
$5K ﹤0.01%
+105
724
$4K ﹤0.01%
+75
725
$4K ﹤0.01%
+89
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