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
$512M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
726
New
Increased
Reduced
Closed

Top Buys

1
+$18.8M
2
+$12.3M
3
+$11.5M
4
IBM icon
IBM
IBM
+$10.9M
5
CVX icon
Chevron
CVX
+$10.6M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 12.61%
2 Consumer Staples 12.5%
3 Healthcare 11.99%
4 Technology 11.4%
5 Energy 9.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.38M 0.66%
+109,424
52
$3.34M 0.65%
+153,978
53
$3.28M 0.64%
+54,245
54
$3.24M 0.63%
+38,676
55
$3.19M 0.62%
+88,147
56
$3.08M 0.6%
+86,484
57
$3.07M 0.6%
+87,330
58
$3.01M 0.59%
+38,880
59
$2.97M 0.58%
+43,135
60
$2.9M 0.57%
+101,519
61
$2.71M 0.53%
+48,564
62
$2.69M 0.52%
+53,982
63
$2.67M 0.52%
+27,751
64
$2.67M 0.52%
+57,174
65
$2.61M 0.51%
+45,544
66
$2.57M 0.5%
+62,704
67
$2.53M 0.49%
+52,088
68
$2.51M 0.49%
+51,449
69
$2.45M 0.48%
+61,002
70
$2.45M 0.48%
+59,841
71
$2.44M 0.48%
+28,881
72
$2.43M 0.47%
+29,221
73
$2.36M 0.46%
+35,607
74
$2.35M 0.46%
+20,472
75
$2.32M 0.45%
+20,977
1 2
3
4 5