TCOV

Trust Company of Vermont Portfolio holdings

AUM $2.4B
1-Year Est. Return 18.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.48B
AUM Growth
-$53.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
884
New
Increased
Reduced
Closed

Top Buys

1 +$2.15M
2 +$1.97M
3 +$1.81M
4
NEE icon
NextEra Energy
NEE
+$1.78M
5
ADSK icon
Autodesk
ADSK
+$1.76M

Top Sells

1 +$2.22M
2 +$2.16M
3 +$1.83M
4
ENB icon
Enbridge
ENB
+$1.78M
5
EBAY icon
eBay
EBAY
+$1.59M

Sector Composition

1 Technology 22.47%
2 Healthcare 14.1%
3 Financials 12.92%
4 Consumer Discretionary 9.52%
5 Consumer Staples 9.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$88.4K 0.01%
450
377
$88.3K 0.01%
1,275
-72
378
$88.2K 0.01%
1,657
+96
379
$87.3K 0.01%
800
380
$85.1K 0.01%
900
381
$85K 0.01%
1,229
+4
382
$84.9K 0.01%
319
+18
383
$84.5K 0.01%
2,048
384
$83.9K 0.01%
222
385
$83.5K 0.01%
1,121
-300
386
$83K 0.01%
320
387
$81.8K 0.01%
2,335
388
$80.4K 0.01%
1,585
-1,013
389
$79.4K 0.01%
1,335
-2
390
$78.8K 0.01%
2,085
391
$77.7K 0.01%
383
-191
392
$77.7K 0.01%
2,306
393
$76.6K 0.01%
1,032
394
$76.4K 0.01%
503
+37
395
$76.2K 0.01%
375
396
$76K 0.01%
600
397
$75.5K 0.01%
1,000
398
$75.4K 0.01%
602
-1,018
399
$74.8K 0.01%
1,000
400
$74.6K 0.01%
973
-320