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
$611M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
782
New
Increased
Reduced
Closed

Top Buys

1 +$797K
2 +$791K
3 +$763K
4
O icon
Realty Income
O
+$740K
5
UL icon
Unilever
UL
+$726K

Top Sells

1 +$3.33M
2 +$1.69M
3 +$1.37M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$921K
5
DLR icon
Digital Realty Trust
DLR
+$555K

Sector Composition

1 Industrials 13.59%
2 Healthcare 12.99%
3 Technology 11.48%
4 Consumer Staples 10.73%
5 Energy 9.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
726
$0 ﹤0.01%
200
727
-168
728
-2,694
729
-500
730
-260
731
-340