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
176
$444K 0.06%
14,943
+4,710
177
$438K 0.06%
17,818
-1,000
178
$430K 0.06%
4,902
+385
179
$427K 0.06%
2
180
$423K 0.06%
10,550
181
$421K 0.06%
4,064
182
$420K 0.06%
1,797
-100
183
$419K 0.06%
30,946
184
$417K 0.06%
2,105
-11
185
$416K 0.06%
3,731
186
$413K 0.06%
3,506
-5
187
$411K 0.06%
5,954
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188
$410K 0.06%
5,323
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189
$399K 0.06%
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190
$381K 0.05%
3,650
-1,000
191
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4,506
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192
$378K 0.05%
5,625
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193
$377K 0.05%
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194
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6,367
195
$370K 0.05%
1,410
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196
$369K 0.05%
8,500
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197
$366K 0.05%
15,981
-717
198
$334K 0.05%
1,211
-30
199
$330K 0.05%
5,749
200
$329K 0.05%
8,142
-36
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