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
$2B
AUM Growth
+$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,123
New
Increased
Reduced
Closed

Top Buys

1
+$4.54M
2
+$2.34M
3
+$2.24M
4
MSFT icon
Microsoft
MSFT
+$1.99M
5
AMZN icon
Amazon
AMZN
+$1.23M

Top Sells

1
+$4.9M
2
+$1.44M
3
+$1.13M
4
MA icon
Mastercard
MA
+$987K
5
INTC icon
Intel
INTC
+$584K

Sector Composition

1 Technology 24.39%
2 Financials 13.18%
3 Healthcare 12.44%
4 Consumer Discretionary 9.15%
5 Industrials 8.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$88.5K ﹤0.01%
1,119
427
$87.9K ﹤0.01%
419
-111
428
$87.5K ﹤0.01%
3,007
+100
429
$85.1K ﹤0.01%
821
+103
430
$84.7K ﹤0.01%
+976
431
$84.4K ﹤0.01%
+3,276
432
$84.4K ﹤0.01%
262
433
$83.8K ﹤0.01%
+1,400
434
$82.9K ﹤0.01%
2,000
-1,000
435
$82.8K ﹤0.01%
569
-100
436
$81.8K ﹤0.01%
162
+14
437
$81.7K ﹤0.01%
816
+62
438
$81.3K ﹤0.01%
304
439
$81.3K ﹤0.01%
1,014
+14
440
$81.1K ﹤0.01%
333
441
$81.1K ﹤0.01%
915
+445
442
$80.9K ﹤0.01%
2,091
443
$80.8K ﹤0.01%
+1,760
444
$80.7K ﹤0.01%
3,513
+464
445
$80.2K ﹤0.01%
1,460
446
$79.7K ﹤0.01%
2,539
-300
447
$79.4K ﹤0.01%
+675
448
$79K ﹤0.01%
800
449
$78.7K ﹤0.01%
1,612
+98
450
$78.5K ﹤0.01%
5,000
16 17
18
19 20