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
$687M
AUM Growth
+$257K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
875
New
Increased
Reduced
Closed

Top Buys

1
+$779K
2
+$773K
3
+$738K
4
BLK icon
Blackrock
BLK
+$664K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$501K

Top Sells

1
+$1.11M
2
+$922K
3
+$445K
4
BHP icon
BHP
BHP
+$400K
5
ORCL icon
Oracle
ORCL
+$326K

Sector Composition

1 Healthcare 14.28%
2 Industrials 13.39%
3 Technology 11.49%
4 Consumer Staples 10.47%
5 Financials 9.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$3K ﹤0.01%
200
727
$3K ﹤0.01%
+37
728
$3K ﹤0.01%
+54
729
$3K ﹤0.01%
135
-4
730
$3K ﹤0.01%
175
731
$3K ﹤0.01%
+65
732
$3K ﹤0.01%
100
733
$3K ﹤0.01%
44
+15
734
$3K ﹤0.01%
+76
735
$3K ﹤0.01%
72
736
$3K ﹤0.01%
29
737
$3K ﹤0.01%
1
738
$3K ﹤0.01%
+82
739
$2K ﹤0.01%
42
-54
740
$2K ﹤0.01%
+142
741
$2K ﹤0.01%
300
742
$2K ﹤0.01%
+46
743
$2K ﹤0.01%
+50
744
$2K ﹤0.01%
100
745
$2K ﹤0.01%
+127
746
$2K ﹤0.01%
+120
747
$2K ﹤0.01%
832
748
$2K ﹤0.01%
+200
749
$2K ﹤0.01%
40
750
$2K ﹤0.01%
44
28 29
30
31 32