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
$797M
AUM Growth
+$44.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
956
New
Increased
Reduced
Closed

Top Buys

1
+$938K
2
+$911K
3
+$856K
4
GE icon
GE Aerospace
GE
+$812K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$798K

Top Sells

1
+$1.25M
2
+$706K
3
+$555K
4
EMC
EMC CORPORATION
EMC
+$552K
5
DHR icon
Danaher
DHR
+$551K

Sector Composition

1 Healthcare 13.98%
2 Industrials 13.34%
3 Technology 11.02%
4 Consumer Staples 10.8%
5 Financials 10.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.36M 0.42%
61,996
+3,903
77
$3.32M 0.42%
57,300
+1,722
78
$3.19M 0.4%
35,599
-164
79
$3.15M 0.39%
42,292
-1,007
80
$3.09M 0.39%
48,368
+2,237
81
$3.04M 0.38%
91,672
+4,824
82
$3.02M 0.38%
26,685
+580
83
$2.98M 0.37%
74,670
-3,250
84
$2.96M 0.37%
54,983
+11
85
$2.83M 0.36%
75,766
+3,894
86
$2.82M 0.35%
115,868
+2,127
87
$2.77M 0.35%
23,759
+856
88
$2.75M 0.35%
20,475
-406
89
$2.64M 0.33%
12,195
+4,212
90
$2.62M 0.33%
39,920
+2,178
91
$2.61M 0.33%
36,291
-482
92
$2.56M 0.32%
30,357
+63
93
$2.55M 0.32%
16,459
+1,965
94
$2.52M 0.32%
56,777
+668
95
$2.36M 0.3%
13,492
-205
96
$2.28M 0.29%
9,514
+834
97
$2.22M 0.28%
31,973
-7,923
98
$2.22M 0.28%
44,644
+4,119
99
$2.19M 0.27%
16,592
+2,502
100
$2.11M 0.26%
32,670
+1,177
2 3
4
5 6