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
101
$1.91M 0.27%
14,564
-202
102
$1.86M 0.26%
13,845
-75
103
$1.82M 0.25%
14,340
+2,470
104
$1.82M 0.25%
45,128
-7,549
105
$1.8M 0.25%
34,864
-605
106
$1.76M 0.25%
29,667
+413
107
$1.72M 0.24%
41,929
+2,617
108
$1.71M 0.24%
37,846
+79
109
$1.7M 0.24%
106,465
-1,465
110
$1.66M 0.23%
8,076
+259
111
$1.61M 0.22%
27,221
-345
112
$1.6M 0.22%
51,514
+49,889
113
$1.51M 0.21%
45,393
+7,094
114
$1.47M 0.21%
23,279
+339
115
$1.45M 0.2%
13,701
-255
116
$1.39M 0.19%
44,130
-1,486
117
$1.39M 0.19%
17,148
+373
118
$1.39M 0.19%
65,671
-31,366
119
$1.39M 0.19%
36,143
+605
120
$1.39M 0.19%
78,136
+328
121
$1.36M 0.19%
28,523
+155
122
$1.34M 0.19%
27,209
+7,450
123
$1.31M 0.18%
21,367
+574
124
$1.31M 0.18%
17,490
-2,268
125
$1.21M 0.17%
5,872
+219
3 4
5
6 7