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
$1.2B
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%
34
852
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32
853
$3K ﹤0.01%
200
854
$3K ﹤0.01%
33
855
$3K ﹤0.01%
+100
856
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57
857
$3K ﹤0.01%
69
858
$3K ﹤0.01%
+17
859
$3K ﹤0.01%
87
860
$3K ﹤0.01%
79
861
$3K ﹤0.01%
36
862
$3K ﹤0.01%
1,000
863
$3K ﹤0.01%
169
864
$3K ﹤0.01%
500
865
$3K ﹤0.01%
89
866
$3K ﹤0.01%
28
867
$3K ﹤0.01%
152
-68
868
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168
869
$3K ﹤0.01%
103
870
$3K ﹤0.01%
22
871
$3K ﹤0.01%
37
872
$3K ﹤0.01%
86
873
$3K ﹤0.01%
125
874
$3K ﹤0.01%
68
875
$3K ﹤0.01%
23
33 34
35
36 37