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
776
$2K ﹤0.01%
+60
777
$2K ﹤0.01%
+14
778
$2K ﹤0.01%
+40
779
$2K ﹤0.01%
+17
780
$1K ﹤0.01%
+200
781
$1K ﹤0.01%
+220
782
$1K ﹤0.01%
+55
783
$1K ﹤0.01%
+55
784
$1K ﹤0.01%
+11
785
$1K ﹤0.01%
+23
786
$1K ﹤0.01%
+28
787
$1K ﹤0.01%
+70
788
$1K ﹤0.01%
+35
789
$1K ﹤0.01%
+133
790
$1K ﹤0.01%
+20
791
$1K ﹤0.01%
+49
792
$1K ﹤0.01%
+1
793
$1K ﹤0.01%
+22
794
$1K ﹤0.01%
+204
795
$0 ﹤0.01%
+50
796
$0 ﹤0.01%
+3
797
$0 ﹤0.01%
+23
798
$0 ﹤0.01%
+12
799
$0 ﹤0.01%
+11
800
$0 ﹤0.01%
+5
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