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
751
$3K ﹤0.01%
+120
752
$3K ﹤0.01%
+90
753
$3K ﹤0.01%
+100
754
$3K ﹤0.01%
+180
755
$3K ﹤0.01%
+60
756
$3K ﹤0.01%
+110
757
$3K ﹤0.01%
+131
758
$3K ﹤0.01%
+125
759
$3K ﹤0.01%
+200
760
$3K ﹤0.01%
+26
761
$3K ﹤0.01%
+94
762
$3K ﹤0.01%
+148
763
$3K ﹤0.01%
+150
764
$2K ﹤0.01%
+29
765
$2K ﹤0.01%
+50
766
$2K ﹤0.01%
+40
767
$2K ﹤0.01%
+300
768
$2K ﹤0.01%
+100
769
$2K ﹤0.01%
+43
770
$2K ﹤0.01%
+150
771
$2K ﹤0.01%
+11
772
$2K ﹤0.01%
+164
773
$2K ﹤0.01%
+35
774
$2K ﹤0.01%
+145
775
$2K ﹤0.01%
+195
29 30
31
32 33