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
201
$314K 0.04%
10,500
202
$314K 0.04%
2,688
-35
203
$312K 0.04%
1,199
+14
204
$310K 0.04%
4,061
-22
205
$307K 0.04%
8,250
-37
206
$295K 0.04%
3,538
207
$288K 0.04%
5,895
+412
208
$286K 0.04%
1,225
209
$281K 0.04%
4,632
-1,170
210
$275K 0.04%
11,539
-14,805
211
$275K 0.04%
4,021
212
$275K 0.04%
+3,504
213
$275K 0.04%
6,098
-1,172
214
$271K 0.04%
2,880
+713
215
$265K 0.04%
4,586
-246
216
$262K 0.04%
3,100
217
$261K 0.04%
25,315
-204
218
$254K 0.04%
2,260
219
$252K 0.04%
1,606
-433
220
$246K 0.03%
2,595
221
$245K 0.03%
2,650
-67
222
$237K 0.03%
3,555
223
$233K 0.03%
6,076
+3,578
224
$232K 0.03%
2,728
+225
225
$231K 0.03%
11,093
7 8
9
10 11