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
101
$1.27M 0.25%
+22,184
102
$1.24M 0.24%
+15,852
103
$1.18M 0.23%
+54,330
104
$1.17M 0.23%
+46,923
105
$1.14M 0.22%
+37,209
106
$1.13M 0.22%
+25,068
107
$1.11M 0.22%
+22,230
108
$1.11M 0.22%
+25,083
109
$1.09M 0.21%
+4,260
110
$1.06M 0.21%
+27,590
111
$1.03M 0.2%
+10,442
112
$1.03M 0.2%
+48,679
113
$1.01M 0.2%
+15,620
114
$1.01M 0.2%
+20,639
115
$975K 0.19%
+10,468
116
$968K 0.19%
+8,403
117
$959K 0.19%
+11,225
118
$959K 0.19%
+15,520
119
$952K 0.19%
+20,801
120
$936K 0.18%
+13,064
121
$866K 0.17%
+10,006
122
$856K 0.17%
+40,998
123
$841K 0.16%
+11,485
124
$798K 0.16%
+10,666
125
$770K 0.15%
+49,710
3 4
5
6 7