TCOV

Trust Company of Vermont Portfolio holdings

AUM $2.4B
1-Year Est. Return 18.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.8%
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
+$18.7M
2
+$12.2M
3
+$11.7M
4
IBM icon
IBM
IBM
+$11.6M
5
CVX icon
Chevron
CVX
+$10.8M

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
$385K 0.08%
+5,275
165
$383K 0.07%
+6,572
166
$381K 0.07%
+33,865
167
$375K 0.07%
+5,156
168
$367K 0.07%
+5,814
169
$349K 0.07%
+6,090
170
$346K 0.07%
+4,730
171
$318K 0.06%
+1,405
172
$310K 0.06%
+8,718
173
$309K 0.06%
+1,225
174
$305K 0.06%
+5,665
175
$297K 0.06%
+8,594
5 6
7
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