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
851
$3K ﹤0.01%
37
852
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45
853
$3K ﹤0.01%
30
854
$3K ﹤0.01%
+100
855
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57
856
$3K ﹤0.01%
69
857
$3K ﹤0.01%
+17
858
$3K ﹤0.01%
87
859
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79
860
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36
861
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1,000
862
$3K ﹤0.01%
169
863
$3K ﹤0.01%
500
864
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89
865
$3K ﹤0.01%
28
866
$3K ﹤0.01%
152
-68
867
$3K ﹤0.01%
168
868
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103
869
$3K ﹤0.01%
22
870
$3K ﹤0.01%
37
871
$3K ﹤0.01%
86
872
$3K ﹤0.01%
125
873
$3K ﹤0.01%
22
874
$3K ﹤0.01%
92
875
$3K ﹤0.01%
48
-26
33 34
35
36 37