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
$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 11.02%
4 Consumer Staples 10.8%
5 Financials 10.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$2K ﹤0.01%
100
752
$2K ﹤0.01%
44
753
$2K ﹤0.01%
+180
754
$2K ﹤0.01%
60
755
$2K ﹤0.01%
+15
756
$2K ﹤0.01%
+200
757
$2K ﹤0.01%
40
758
$2K ﹤0.01%
+50
759
$2K ﹤0.01%
+25
760
$2K ﹤0.01%
35
761
$2K ﹤0.01%
852
762
$2K ﹤0.01%
44
763
$2K ﹤0.01%
40
-34
764
$2K ﹤0.01%
100
765
$2K ﹤0.01%
12
766
$1K ﹤0.01%
12
767
$1K ﹤0.01%
1
768
$1K ﹤0.01%
25
769
$1K ﹤0.01%
+160
770
$1K ﹤0.01%
14
771
$1K ﹤0.01%
10
772
$1K ﹤0.01%
11
773
$1K ﹤0.01%
12
774
$1K ﹤0.01%
15,000
775
$1K ﹤0.01%
38
29 30
31
32 33