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
$1.59B
AUM Growth
+$178M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
811
New
Increased
Reduced
Closed

Top Buys

1
+$4.1M
2
+$2.13M
3
+$1.53M
4
MSFT icon
Microsoft
MSFT
+$1.07M
5
DIS icon
Walt Disney
DIS
+$933K

Top Sells

1
+$1.68M
2
+$975K
3
+$831K
4
T icon
AT&T
T
+$756K
5
IBM icon
IBM
IBM
+$453K

Sector Composition

1 Technology 19.37%
2 Financials 13.8%
3 Healthcare 13.3%
4 Consumer Discretionary 10.56%
5 Consumer Staples 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$4K ﹤0.01%
+41
727
$4K ﹤0.01%
+60
728
$4K ﹤0.01%
+79
729
$4K ﹤0.01%
+10
730
$4K ﹤0.01%
+51
731
$4K ﹤0.01%
+18
732
$4K ﹤0.01%
+300
733
$4K ﹤0.01%
+200
734
$4K ﹤0.01%
+206
735
$4K ﹤0.01%
+46
736
$4K ﹤0.01%
+123
737
$4K ﹤0.01%
+94
738
$4K ﹤0.01%
+200
739
$4K ﹤0.01%
+760
740
$4K ﹤0.01%
+58
741
$4K ﹤0.01%
+425
742
$4K ﹤0.01%
+34
743
$4K ﹤0.01%
+1,000
744
$3K ﹤0.01%
+30
745
$3K ﹤0.01%
+70
746
$3K ﹤0.01%
+40
747
$3K ﹤0.01%
+100
748
$3K ﹤0.01%
+246
749
$3K ﹤0.01%
+30
750
$3K ﹤0.01%
+11
28 29
30
31 32