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
876
$3K ﹤0.01%
24
877
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22
878
$3K ﹤0.01%
92
879
$3K ﹤0.01%
48
-26
880
$3K ﹤0.01%
103
881
$3K ﹤0.01%
+104
882
$3K ﹤0.01%
24
883
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40
884
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885
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90
886
$2K ﹤0.01%
30
887
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18
888
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78
889
$2K ﹤0.01%
74
890
$2K ﹤0.01%
500
891
$2K ﹤0.01%
+26
892
$2K ﹤0.01%
+52
893
$2K ﹤0.01%
44
894
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895
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183
896
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45
897
$2K ﹤0.01%
+150
898
$2K ﹤0.01%
30
899
$2K ﹤0.01%
100
900
$2K ﹤0.01%
159
34 35
36
37 38