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
776
$3K ﹤0.01%
+54
777
$3K ﹤0.01%
29
778
$3K ﹤0.01%
+40
779
$3K ﹤0.01%
+48
780
$3K ﹤0.01%
400
781
$3K ﹤0.01%
1,000
782
$3K ﹤0.01%
145
783
$2K ﹤0.01%
+20
784
$2K ﹤0.01%
+61
785
$2K ﹤0.01%
10
786
$2K ﹤0.01%
+12
787
$2K ﹤0.01%
100
788
$2K ﹤0.01%
+55
789
$2K ﹤0.01%
100
790
$2K ﹤0.01%
+15
791
$2K ﹤0.01%
+53
792
$2K ﹤0.01%
200
793
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794
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35
795
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+53
796
$2K ﹤0.01%
133
797
$2K ﹤0.01%
+23
798
$2K ﹤0.01%
44
799
$2K ﹤0.01%
+42
800
$2K ﹤0.01%
+26
30 31
32
33 34