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
201
$199K 0.04%
+3,100
202
$199K 0.04%
+5,228
203
$199K 0.04%
+1,301
204
$199K 0.04%
+3,856
205
$196K 0.04%
+5,642
206
$196K 0.04%
+7,063
207
$193K 0.04%
+7,088
208
$187K 0.04%
+1,862
209
$185K 0.04%
+2,951
210
$181K 0.04%
+4,592
211
$178K 0.03%
+2,685
212
$175K 0.03%
+3,600
213
$175K 0.03%
+4,181
214
$169K 0.03%
+1
215
$169K 0.03%
+7,221
216
$167K 0.03%
+3,231
217
$165K 0.03%
+3,649
218
$165K 0.03%
+3,649
219
$163K 0.03%
+6,898
220
$163K 0.03%
+2,468
221
$162K 0.03%
+1,574
222
$162K 0.03%
+3,540
223
$161K 0.03%
+18,700
224
$158K 0.03%
+4,237
225
$155K 0.03%
+2,745
7 8
9
10 11