TCOV

Trust Company of Vermont Portfolio holdings

AUM $2.4B
1-Year Est. Return 18.75%
This Quarter Est. Return
1 Year Est. Return
+18.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$753M
AUM Growth
+$38.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
889
New
Increased
Reduced
Closed

Top Buys

1
+$1.09M
2
+$1.01M
3
+$822K
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$659K
5
AMGN icon
Amgen
AMGN
+$569K

Top Sells

1
+$622K
2
+$509K
3
+$471K
4
TGT icon
Target
TGT
+$464K
5
AXP icon
American Express
AXP
+$425K

Sector Composition

1 Healthcare 14.48%
2 Industrials 13.36%
3 Consumer Staples 11.56%
4 Financials 10.14%
5 Technology 10.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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$0 ﹤0.01%
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815
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817
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300
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