TCOV

Trust Company of Vermont Portfolio holdings

AUM $2.4B
1-Year Est. Return 18.75%
This Quarter Est. Return
1 Year Est. Return
+18.75%
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 11.01%
4 Consumer Staples 10.8%
5 Financials 10.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$4K ﹤0.01%
100
727
$3K ﹤0.01%
+375
728
$3K ﹤0.01%
40
729
$3K ﹤0.01%
100
730
$3K ﹤0.01%
300
731
$3K ﹤0.01%
+50
732
$3K ﹤0.01%
93
-21
733
$3K ﹤0.01%
50
734
$3K ﹤0.01%
130
-228
735
$3K ﹤0.01%
300
736
$3K ﹤0.01%
40
737
$3K ﹤0.01%
29
738
$3K ﹤0.01%
74
739
$3K ﹤0.01%
300
740
$3K ﹤0.01%
+854
741
$2K ﹤0.01%
400
742
$2K ﹤0.01%
10
743
$2K ﹤0.01%
100
744
$2K ﹤0.01%
+60
745
$2K ﹤0.01%
+35
746
$2K ﹤0.01%
+133
747
$2K ﹤0.01%
100
748
$2K ﹤0.01%
+15
749
$2K ﹤0.01%
+200
750
$2K ﹤0.01%
40
28 29
30
31 32