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 +$5.64M
2 +$4.75M
3 +$1.77M
4
CSX icon
CSX Corp
CSX
+$1.44M
5
MRK icon
Merck
MRK
+$976K

Top Sells

1 +$4.95M
2 +$1.74M
3 +$1.57M
4
UNP icon
Union Pacific
UNP
+$1.48M
5
MSFT icon
Microsoft
MSFT
+$723K

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
426
-206
427
-50
428
-400
429
-280
430
-403
431
-100
432
-2,400
433
-1,051
434
-2,593
435
-1,160
436
-2,710
437
-800
438
-28
439
-225
440
-150
441
-284
442
-300
443
-15
444
-625
445
-1,104
446
-25
447
-100
448
-2,956
449
-644
450
-49