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
$1.26B
AUM Growth
-$44.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,060
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$3.67M
3
+$1.99M
4
MSFT icon
Microsoft
MSFT
+$1.43M
5
JPM icon
JPMorgan Chase
JPM
+$1.38M

Top Sells

1
+$1.99M
2
+$1.72M
3
+$942K
4
NVDA icon
NVIDIA
NVDA
+$699K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$647K

Sector Composition

1 Technology 18.94%
2 Healthcare 14.93%
3 Financials 12.99%
4 Consumer Discretionary 9.42%
5 Consumer Staples 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$85K 0.01%
+1,836
402
$84K 0.01%
+1,170
403
$83K 0.01%
1,173
-1
404
$83K 0.01%
1,576
-24
405
$83K 0.01%
574
406
$82K 0.01%
1,000
407
$82K 0.01%
3,000
408
$81K 0.01%
1,002
409
$81K 0.01%
2,773
-1,414
410
$80K 0.01%
2,920
-4
411
$79K 0.01%
1,728
412
$78K 0.01%
282
413
$78K 0.01%
2,610
-479
414
$78K 0.01%
1,875
415
$77K 0.01%
1,561
+457
416
$77K 0.01%
800
+606
417
$76K 0.01%
2,050
-3
418
$76K 0.01%
1,000
-5
419
$75K 0.01%
2,104
420
$75K 0.01%
878
+532
421
$73K 0.01%
3,045
422
$73K 0.01%
4,175
+375
423
$73K 0.01%
684
424
$72K 0.01%
1,020
425
$72K 0.01%
484
+46
15 16
17
18 19