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
$648M
AUM Growth
+$37.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
793
New
Increased
Reduced
Closed

Top Buys

1
+$620K
2
+$555K
3
+$488K
4
COF icon
Capital One
COF
+$461K
5
CMCSA icon
Comcast
CMCSA
+$433K

Top Sells

1
+$614K
2
+$565K
3
+$429K
4
NEE icon
NextEra Energy
NEE
+$340K
5
KN icon
Knowles
KN
+$219K

Sector Composition

1 Industrials 13.7%
2 Healthcare 13%
3 Technology 11.33%
4 Consumer Staples 10.5%
5 Energy 9.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.91M 0.6%
90,316
+712
52
$3.85M 0.59%
102,439
+170
53
$3.64M 0.56%
58,367
-3,127
54
$3.63M 0.56%
103,898
-640
55
$3.62M 0.56%
28,412
+2,816
56
$3.59M 0.55%
33,058
+677
57
$3.46M 0.53%
139,393
-3,296
58
$3.39M 0.52%
58,570
+846
59
$3.35M 0.52%
28,366
+17
60
$3.34M 0.52%
41,244
+2,385
61
$3.33M 0.51%
36,410
+1,536
62
$3.12M 0.48%
60,731
-130
63
$3.11M 0.48%
58,204
-693
64
$3.1M 0.48%
91,597
-1,352
65
$3.08M 0.47%
85,908
-152
66
$3.07M 0.47%
26,586
-1,513
67
$3.03M 0.47%
72,274
-646
68
$3.02M 0.47%
25,604
+5,256
69
$2.99M 0.46%
30,000
+22
70
$2.98M 0.46%
43,732
-55
71
$2.91M 0.45%
75,032
+2,084
72
$2.8M 0.43%
24,346
+1,283
73
$2.77M 0.43%
33,683
-610
74
$2.72M 0.42%
120,611
-6,812
75
$2.7M 0.42%
56,176
-717
1 2
3
4 5