TCOV
Trust Company of Vermont Portfolio holdings
AUM
$2.12B
This Quarter Return
-1.08%
1 Year Return
+16.19%
3 Year Return
+64.62%
5 Year Return
+115.21%
10 Year Return
+268.81%
AUM
$687M
AUM Growth
+$687M
(+0.04%)
Cap. Flow
+$11.4M
Cap. Flow
% of AUM
1.65%
Top 10 Holdings %
Top 10 Hldgs %
19.36%
Holding
875
New
81
Increased
204
Reduced
148
Closed
41
Top Buys
Top Sells
| 1 |
Medtronic
MDT
|
$1.11M |
| 2 |
McDonald's
MCD
|
$922K |
| 3 |
WisdomTree Emerging Markets High Dividend Fund
DEM
|
$445K |
| 4 |
BHP
BHP
|
$400K |
| 5 |
Oracle
ORCL
|
$326K |
Sector Composition
| 1 | Healthcare | 14.28% |
| 2 | Industrials | 13.39% |
| 3 | Technology | 11.49% |
| 4 | Consumer Staples | 10.47% |
| 5 | Financials | 9.51% |