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
$597M
AUM Growth
+$51.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
785
New
Increased
Reduced
Closed

Top Buys

1
+$710K
2
+$703K
3
+$574K
4
WFC icon
Wells Fargo
WFC
+$508K
5
COF icon
Capital One
COF
+$496K

Top Sells

1
+$742K
2
+$720K
3
+$588K
4
XOM icon
Exxon Mobil
XOM
+$567K
5
MO icon
Altria Group
MO
+$555K

Sector Composition

1 Industrials 13.87%
2 Healthcare 12.35%
3 Consumer Staples 11.39%
4 Technology 11.22%
5 Energy 9.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.88M 0.65%
54,903
-201
52
$3.63M 0.61%
102,819
-237
53
$3.63M 0.61%
42,217
+1,080
54
$3.51M 0.59%
156,546
-32,084
55
$3.5M 0.59%
86,730
-590
56
$3.5M 0.59%
105,548
-2,896
57
$3.46M 0.58%
104,542
+859
58
$3.26M 0.55%
29,283
+74
59
$3.23M 0.54%
39,247
-297
60
$3.19M 0.53%
55,288
+1,180
61
$3.16M 0.53%
54,328
+814
62
$3.02M 0.51%
47,774
+1,618
63
$3M 0.5%
27,781
+21
64
$2.99M 0.5%
86,846
-480
65
$2.93M 0.49%
22,150
+584
66
$2.9M 0.49%
61,586
+204
67
$2.9M 0.49%
31,945
+558
68
$2.88M 0.48%
44,108
-1,981
69
$2.87M 0.48%
30,972
+666
70
$2.87M 0.48%
57,871
-1,660
71
$2.85M 0.48%
72,504
+3,628
72
$2.71M 0.46%
59,758
-1,487
73
$2.68M 0.45%
22,534
+769
74
$2.62M 0.44%
36,084
+67
75
$2.59M 0.43%
55,603
-661
1 2
3
4 5