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
$597M
AUM Growth
+$51.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
785
New
Increased
Reduced
Closed

Top Buys

1
+$710K
2
+$703K
3
+$574K
4
WFC icon
Wells Fargo
WFC
+$508K
5
COF icon
Capital One
COF
+$496K

Top Sells

1
+$742K
2
+$720K
3
+$588K
4
XOM icon
Exxon Mobil
XOM
+$567K
5
MO icon
Altria Group
MO
+$555K

Sector Composition

1 Industrials 13.87%
2 Healthcare 12.35%
3 Consumer Staples 11.39%
4 Technology 11.22%
5 Energy 9.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.58M 0.43%
51,643
-557
77
$2.48M 0.42%
34,874
-760
78
$2.46M 0.41%
45,676
-2,234
79
$2.46M 0.41%
29,288
+40
80
$2.39M 0.4%
85,620
+5,843
81
$2.27M 0.38%
39,307
-73
82
$2.27M 0.38%
128,195
-4,556
83
$2.26M 0.38%
49,021
+1,033
84
$2.24M 0.38%
26,528
-2,234
85
$2.22M 0.37%
66,596
+510
86
$2.22M 0.37%
48,839
+231
87
$2.08M 0.35%
39,132
-951
88
$1.99M 0.33%
86,168
+19,419
89
$1.98M 0.33%
27,709
-564
90
$1.96M 0.33%
37,755
-415
91
$1.95M 0.33%
61,088
-1,862
92
$1.87M 0.31%
23,876
+1,565
93
$1.78M 0.3%
33,375
-1,849
94
$1.74M 0.29%
14,985
-381
95
$1.72M 0.29%
113,664
-324
96
$1.69M 0.28%
37,750
-3,042
97
$1.66M 0.28%
15,846
-382
98
$1.61M 0.27%
24,917
-1,170
99
$1.6M 0.27%
23,895
-685
100
$1.6M 0.27%
27,897
+196
2 3
4
5 6