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
176
$297K 0.06%
+8,594
177
$295K 0.06%
+8,693
178
$292K 0.06%
+5,785
179
$291K 0.06%
+3,854
180
$285K 0.06%
+16,675
181
$280K 0.05%
+3,137
182
$274K 0.05%
+5,240
183
$270K 0.05%
+8,169
184
$265K 0.05%
+3,091
185
$257K 0.05%
+6,535
186
$253K 0.05%
+10,448
187
$251K 0.05%
+2,935
188
$246K 0.05%
+3,027
189
$239K 0.05%
+3,647
190
$231K 0.05%
+24,419
191
$229K 0.04%
+3,662
192
$228K 0.04%
+4,725
193
$224K 0.04%
+3,409
194
$213K 0.04%
+2,831
195
$211K 0.04%
+6,060
196
$211K 0.04%
+3,252
197
$210K 0.04%
+998
198
$208K 0.04%
+11,320
199
$207K 0.04%
+2,434
200
$204K 0.04%
+6,892
6 7
8
9 10