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
101
$2.09M 0.26%
55,463
+6,727
102
$2.07M 0.26%
96,774
+6,819
103
$2.07M 0.26%
30,140
-974
104
$2M 0.25%
33,908
+13,413
105
$1.96M 0.25%
53,442
-7,778
106
$1.95M 0.24%
37,932
+1,155
107
$1.94M 0.24%
85,965
-16,468
108
$1.92M 0.24%
92,422
-7,506
109
$1.92M 0.24%
63,629
-581
110
$1.86M 0.23%
58,248
+3,384
111
$1.84M 0.23%
14,627
+782
112
$1.83M 0.23%
42,201
-368
113
$1.81M 0.23%
20,369
-1,977
114
$1.76M 0.22%
44,700
+1,709
115
$1.75M 0.22%
36,998
-1,379
116
$1.71M 0.21%
108,214
+2,755
117
$1.69M 0.21%
31,901
+2,628
118
$1.61M 0.2%
24,052
+371
119
$1.48M 0.19%
17,172
-113
120
$1.47M 0.18%
17,532
+784
121
$1.47M 0.18%
20,798
+2,596
122
$1.45M 0.18%
13,255
-881
123
$1.43M 0.18%
17,908
+3,305
124
$1.36M 0.17%
37,968
-3,246
125
$1.35M 0.17%
6,189
+363
3 4
5
6 7