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
$797M
AUM Growth
+$44.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
956
New
Increased
Reduced
Closed

Top Buys

1
+$938K
2
+$911K
3
+$856K
4
GE icon
GE Aerospace
GE
+$812K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$798K

Top Sells

1
+$1.25M
2
+$706K
3
+$555K
4
EMC
EMC CORPORATION
EMC
+$552K
5
DHR icon
Danaher
DHR
+$551K

Sector Composition

1 Healthcare 13.98%
2 Industrials 13.34%
3 Technology 11.02%
4 Consumer Staples 10.8%
5 Financials 10.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.08M 0.64%
68,371
-1,032
52
$5.06M 0.63%
105,552
-552
53
$5.03M 0.63%
45,276
+3,909
54
$4.99M 0.63%
94,762
+1,164
55
$4.95M 0.62%
29,695
+5,130
56
$4.92M 0.62%
68,065
+3,533
57
$4.9M 0.61%
71,512
+1,468
58
$4.84M 0.61%
112,766
+2,869
59
$4.71M 0.59%
107,240
+2,096
60
$4.61M 0.58%
36,845
+892
61
$4.57M 0.57%
43,691
+1,411
62
$4.55M 0.57%
91,066
-68
63
$4.52M 0.57%
142,585
+11,545
64
$4.39M 0.55%
41,976
+34
65
$4.34M 0.54%
2,949
+149
66
$4.12M 0.52%
52,112
+3,201
67
$4.07M 0.51%
117,639
-16,073
68
$4.06M 0.51%
32,323
+2,507
69
$3.98M 0.5%
50,546
+2,002
70
$3.92M 0.49%
61,978
-1,624
71
$3.62M 0.45%
48,842
+1,647
72
$3.58M 0.45%
84,576
-4,174
73
$3.57M 0.45%
40,076
+1,298
74
$3.48M 0.44%
35,836
+616
75
$3.38M 0.42%
83,980
+4,480
1 2
3
4 5