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
151
$466K 0.09%
+10,555
152
$466K 0.09%
+7,377
153
$462K 0.09%
+33,300
154
$454K 0.09%
+14,584
155
$452K 0.09%
+13,701
156
$435K 0.08%
+11,094
157
$431K 0.08%
+7,430
158
$427K 0.08%
+6,437
159
$426K 0.08%
+16,798
160
$408K 0.08%
+52,830
161
$405K 0.08%
+6,149
162
$402K 0.08%
+31,258
163
$390K 0.08%
+7,880
164
$388K 0.08%
+39,360
165
$385K 0.08%
+5,275
166
$383K 0.07%
+6,572
167
$381K 0.07%
+33,865
168
$375K 0.07%
+5,156
169
$367K 0.07%
+5,814
170
$349K 0.07%
+6,090
171
$346K 0.07%
+4,730
172
$318K 0.06%
+1,405
173
$310K 0.06%
+8,718
174
$309K 0.06%
+1,225
175
$305K 0.06%
+5,665
5 6
7
8 9