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
926
$2K ﹤0.01%
109
927
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19
928
$2K ﹤0.01%
+21
929
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60
930
$2K ﹤0.01%
43
931
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174
932
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+150
933
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30
934
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935
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8
936
$1K ﹤0.01%
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937
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938
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939
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940
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48
-33
941
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+20
942
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+16
943
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16
944
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+15
945
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+11
946
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120
947
$1K ﹤0.01%
+34
948
$1K ﹤0.01%
+14
949
$1K ﹤0.01%
10
950
$1K ﹤0.01%
100
36 37
38
39 40