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
876
$3K ﹤0.01%
103
877
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40
878
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879
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90
880
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78
+28
881
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68
882
$3K ﹤0.01%
23
883
$3K ﹤0.01%
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884
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885
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886
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887
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888
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78
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890
$2K ﹤0.01%
500
891
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+26
892
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893
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44
894
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895
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896
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45
897
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100
898
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159
899
$2K ﹤0.01%
45
900
$2K ﹤0.01%
+88
34 35
36
37 38