TCOV

Trust Company of Vermont Portfolio holdings

AUM $2.4B
1-Year Est. Return 18.75%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.41B
AUM Growth
-$28.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
788
New
Increased
Reduced
Closed

Top Buys

1 +$5.62M
2 +$4.76M
3 +$1.93M
4
CSX icon
CSX Corp
CSX
+$1.55M
5
MRK icon
Merck
MRK
+$989K

Top Sells

1 +$4.95M
2 +$1.74M
3 +$1.64M
4
UNP icon
Union Pacific
UNP
+$1.63M
5
MSFT icon
Microsoft
MSFT
+$746K

Sector Composition

1 Technology 18.23%
2 Financials 14.93%
3 Healthcare 13.11%
4 Consumer Discretionary 10.56%
5 Communication Services 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
-400
327
-150
328
-500
329
-1,400
330
-900
331
-1,250
332
-67
333
-513
334
-216
335
-450
336
-40
337
-3,300
338
-20
339
-6
340
-650
341
-1,861
342
-8
343
-58
344
-1,605
345
-94
346
-100
347
-153
348
-10
349
-1,010
350
-325