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
$715M
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
855
New
Increased
Reduced
Closed

Top Buys

1
+$1.55M
2
+$1.31M
3
+$1.28M
4
NVS icon
Novartis
NVS
+$1.03M
5
AMZN icon
Amazon
AMZN
+$821K

Top Sells

1
+$9.36M
2
+$1.76M
3
+$1.41M
4
IBM icon
IBM
IBM
+$1.14M
5
AMAT icon
Applied Materials
AMAT
+$664K

Sector Composition

1 Healthcare 13.79%
2 Industrials 13.62%
3 Consumer Staples 11.51%
4 Technology 10.73%
5 Financials 10.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.75M 0.66%
62,716
+2,090
52
$4.72M 0.66%
51,393
+2,106
53
$4.68M 0.66%
56,285
-2,713
54
$4.67M 0.65%
43,293
+1,977
55
$4.64M 0.65%
36,815
-674
56
$4.57M 0.64%
91,854
-342
57
$4.53M 0.63%
111,611
+12,134
58
$4.35M 0.61%
86,074
-475
59
$4.22M 0.59%
42,201
+2,929
60
$4.17M 0.58%
89,948
-825
61
$4.08M 0.57%
65,192
+1,375
62
$4.08M 0.57%
38,184
+1,965
63
$3.99M 0.56%
134,457
-13,744
64
$3.96M 0.55%
41,252
+953
65
$3.78M 0.53%
36,476
+3,387
66
$3.64M 0.51%
127,965
-10,565
67
$3.62M 0.51%
2,811
+302
68
$3.61M 0.5%
70,548
+3,438
69
$3.52M 0.49%
55,030
+983
70
$3.41M 0.48%
46,247
+3,220
71
$3.37M 0.47%
56,441
+764
72
$3.37M 0.47%
34,318
-257
73
$3.33M 0.47%
82,924
+4,773
74
$3.28M 0.46%
46,413
+481
75
$3.26M 0.46%
43,907
-742
1 2
3
4 5