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
126
$1.2M 0.17%
21,001
-1,368
127
$1.2M 0.17%
17,483
-1,391
128
$1.2M 0.17%
37,456
+7
129
$1.18M 0.16%
10,593
-4,249
130
$1.15M 0.16%
93,908
+16,840
131
$1.11M 0.16%
21,437
-752
132
$1.09M 0.15%
9,539
-82
133
$1.07M 0.15%
14,578
+199
134
$1.06M 0.15%
30,461
-4,126
135
$1.06M 0.15%
13,153
+1,864
136
$1.05M 0.15%
14,415
+2,479
137
$1.04M 0.15%
22,338
+4,265
138
$1.03M 0.14%
4,981
-30
139
$1.02M 0.14%
14,956
+2,261
140
$1.02M 0.14%
16,245
-1,229
141
$966K 0.14%
28,206
-216
142
$961K 0.13%
11,404
-100
143
$958K 0.13%
19,630
+3,013
144
$954K 0.13%
34,051
+1,082
145
$916K 0.13%
4,520
-180
146
$846K 0.12%
17,462
-725
147
$806K 0.11%
28,215
+23,715
148
$788K 0.11%
13,188
-243
149
$741K 0.1%
10,288
+201
150
$739K 0.1%
13,800
+700
4 5
6
7 8