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
426
$64K ﹤0.01%
2,028
427
$63.5K ﹤0.01%
2,250
428
$62.8K ﹤0.01%
2,000
429
$62.6K ﹤0.01%
1,500
430
$62.3K ﹤0.01%
704
+549
431
$61.9K ﹤0.01%
+1,769
432
$61.6K ﹤0.01%
1,000
433
$61.4K ﹤0.01%
244
434
$61K ﹤0.01%
2,750
435
$60.7K ﹤0.01%
800
436
$60.1K ﹤0.01%
130
437
$59.5K ﹤0.01%
1,500
438
$55.6K ﹤0.01%
334
439
$55.5K ﹤0.01%
+1,171
440
$55K ﹤0.01%
487
-117
441
$54.6K ﹤0.01%
1,000
-50
442
$54K ﹤0.01%
300
443
$53.9K ﹤0.01%
1,427
-612
444
$53.2K ﹤0.01%
1,850
445
$52.7K ﹤0.01%
654
446
$52.6K ﹤0.01%
500
447
$52.3K ﹤0.01%
900
448
$51.9K ﹤0.01%
1,714
+9
449
$51.6K ﹤0.01%
500
450
$50.4K ﹤0.01%
361