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
$715M
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
855
New
Increased
Reduced
Closed

Top Buys

1
+$1.55M
2
+$1.31M
3
+$1.28M
4
NVS icon
Novartis
NVS
+$1.03M
5
AMZN icon
Amazon
AMZN
+$821K

Top Sells

1
+$9.36M
2
+$1.76M
3
+$1.41M
4
IBM icon
IBM
IBM
+$1.14M
5
AMAT icon
Applied Materials
AMAT
+$664K

Sector Composition

1 Healthcare 13.79%
2 Industrials 13.62%
3 Consumer Staples 11.51%
4 Technology 10.73%
5 Financials 10.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.22M 0.45%
27,032
+6,204
77
$3.12M 0.44%
20,825
+1,162
78
$3.11M 0.43%
37,759
-140
79
$3.01M 0.42%
78,840
+500
80
$2.98M 0.42%
55,116
+1,846
81
$2.96M 0.41%
80,589
-468
82
$2.93M 0.41%
67,974
83
$2.86M 0.4%
45,185
-398
84
$2.8M 0.39%
35,692
-117
85
$2.77M 0.39%
70,770
-56
86
$2.71M 0.38%
99,898
+820
87
$2.64M 0.37%
86,430
+304
88
$2.62M 0.37%
37,757
+385
89
$2.6M 0.36%
25,432
+2,547
90
$2.57M 0.36%
40,353
+327
91
$2.45M 0.34%
111,505
-3,429
92
$2.43M 0.34%
30,407
+181
93
$2.28M 0.32%
117,194
-90,808
94
$2.23M 0.31%
35,721
+1,360
95
$2.23M 0.31%
20,785
+200
96
$2.18M 0.31%
13,419
+662
97
$2.11M 0.3%
67,886
+736
98
$2.04M 0.29%
20,980
+199
99
$2.04M 0.29%
26,660
-2,333
100
$1.92M 0.27%
8,655
+5
2 3
4
5 6