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
$1.2B
AUM Growth
+$42.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,087
New
Increased
Reduced
Closed

Top Buys

1
+$1.62M
2
+$1.22M
3
+$846K
4
MSM icon
MSC Industrial Direct
MSM
+$801K
5
JPM icon
JPMorgan Chase
JPM
+$786K

Top Sells

1
+$1.27M
2
+$639K
3
+$639K
4
XOM icon
Exxon Mobil
XOM
+$540K
5
WFC icon
Wells Fargo
WFC
+$523K

Sector Composition

1 Technology 13.39%
2 Financials 13.27%
3 Healthcare 13.2%
4 Industrials 11.18%
5 Consumer Staples 9.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$5K ﹤0.01%
62
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803
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804
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805
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139
806
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42
807
$5K ﹤0.01%
115
808
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57
809
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132
+62
810
$4K ﹤0.01%
84
811
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17
812
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813
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85
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814
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100
-1
815
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66
816
$4K ﹤0.01%
215
817
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29
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818
$4K ﹤0.01%
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819
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820
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500
+143
821
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300
822
$4K ﹤0.01%
+79
823
$4K ﹤0.01%
173
824
$4K ﹤0.01%
+52
825
$4K ﹤0.01%
65
31 32
33
34 35