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
$512M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
726
New
Increased
Reduced
Closed

Top Buys

1
+$18.8M
2
+$12.3M
3
+$11.5M
4
IBM icon
IBM
IBM
+$10.9M
5
CVX icon
Chevron
CVX
+$10.6M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 12.61%
2 Consumer Staples 12.5%
3 Healthcare 11.99%
4 Technology 11.4%
5 Energy 9.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.3M 0.45%
+47,948
77
$2.2M 0.43%
+69,012
78
$2.19M 0.43%
+28,424
79
$2.17M 0.42%
+78,086
80
$2.11M 0.41%
+25,558
81
$2.04M 0.4%
+32,020
82
$1.98M 0.39%
+132,394
83
$1.95M 0.38%
+31,887
84
$1.84M 0.36%
+63,434
85
$1.79M 0.35%
+40,025
86
$1.78M 0.35%
+48,825
87
$1.74M 0.34%
+43,205
88
$1.71M 0.33%
+15,254
89
$1.7M 0.33%
+114,253
90
$1.68M 0.33%
+28,714
91
$1.66M 0.32%
+36,666
92
$1.66M 0.32%
+21,837
93
$1.64M 0.32%
+28,729
94
$1.61M 0.31%
+47,180
95
$1.58M 0.31%
+37,154
96
$1.57M 0.31%
+62,568
97
$1.56M 0.3%
+35,910
98
$1.49M 0.29%
+23,004
99
$1.43M 0.28%
+27,794
100
$1.4M 0.27%
+26,855
2 3
4
5 6