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
$797M
AUM Growth
+$44.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
956
New
Increased
Reduced
Closed

Top Buys

1
+$938K
2
+$911K
3
+$856K
4
GE icon
GE Aerospace
GE
+$812K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$798K

Top Sells

1
+$1.25M
2
+$706K
3
+$555K
4
EMC
EMC CORPORATION
EMC
+$552K
5
DHR icon
Danaher
DHR
+$551K

Sector Composition

1 Healthcare 13.98%
2 Industrials 13.34%
3 Technology 11.02%
4 Consumer Staples 10.8%
5 Financials 10.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$349K 0.04%
8,592
+342
202
$345K 0.04%
371
+230
203
$342K 0.04%
2,710
+770
204
$340K 0.04%
2,655
-50
205
$339K 0.04%
5,044
+1,604
206
$338K 0.04%
12,242
-5,350
207
$333K 0.04%
6,455
208
$332K 0.04%
+10,327
209
$330K 0.04%
3,886
-14
210
$323K 0.04%
420
+250
211
$313K 0.04%
1,881
+117
212
$310K 0.04%
23,498
-698
213
$306K 0.04%
5,649
-718
214
$305K 0.04%
6,703
+1,274
215
$297K 0.04%
4,162
+2,226
216
$297K 0.04%
17,700
-100
217
$296K 0.04%
4,550
218
$295K 0.04%
12,493
+1,400
219
$293K 0.04%
5,105
+307
220
$287K 0.04%
2,880
221
$286K 0.04%
3,555
222
$286K 0.04%
4,115
+2,591
223
$284K 0.04%
2,401
+1,949
224
$283K 0.04%
2,812
+927
225
$283K 0.04%
8,500
7 8
9
10 11