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
$868M
AUM Growth
+$70.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,005
New
Increased
Reduced
Closed

Top Buys

1
+$3.22M
2
+$2.01M
3
+$1.55M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.48M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$1.48M

Top Sells

1
+$1.59M
2
+$1.12M
3
+$929K
4
GILD icon
Gilead Sciences
GILD
+$697K
5
MET.PRA icon
MetLife Inc Floating Rate Series A
MET.PRA
+$587K

Sector Composition

1 Industrials 13.39%
2 Healthcare 12.88%
3 Financials 12.25%
4 Technology 10.73%
5 Consumer Staples 10.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$6K ﹤0.01%
251
727
$6K ﹤0.01%
33
728
$6K ﹤0.01%
150
+100
729
$6K ﹤0.01%
700
730
$6K ﹤0.01%
100
731
$6K ﹤0.01%
74
732
$5K ﹤0.01%
30
733
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+94
734
$5K ﹤0.01%
150
735
$5K ﹤0.01%
600
736
$5K ﹤0.01%
+165
737
$5K ﹤0.01%
150
-2,033
738
$5K ﹤0.01%
60
739
$5K ﹤0.01%
560
+400
740
$5K ﹤0.01%
134
741
$5K ﹤0.01%
100
742
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743
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744
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745
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746
$5K ﹤0.01%
+4
747
$5K ﹤0.01%
125
748
$5K ﹤0.01%
200
749
$4K ﹤0.01%
+200
750
$4K ﹤0.01%
300
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