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
$512M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
726
New
Increased
Reduced
Closed

Top Buys

1 +$18.7M
2 +$12.2M
3 +$11.7M
4
IBM icon
IBM
IBM
+$11.6M
5
CVX icon
Chevron
CVX
+$10.8M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 12.61%
2 Consumer Staples 12.5%
3 Healthcare 11.99%
4 Technology 11.4%
5 Energy 9.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
$20K ﹤0.01%
+465
452
$20K ﹤0.01%
+363
453
$20K ﹤0.01%
+800
454
$19K ﹤0.01%
+200
455
$19K ﹤0.01%
+150
456
$19K ﹤0.01%
+2,100
457
$19K ﹤0.01%
+370
458
$18K ﹤0.01%
+524
459
$18K ﹤0.01%
+1,550
460
$18K ﹤0.01%
+400
461
$18K ﹤0.01%
+450
462
$17K ﹤0.01%
+500
463
$17K ﹤0.01%
+2,500
464
$17K ﹤0.01%
+3,375
465
$17K ﹤0.01%
+454
466
$17K ﹤0.01%
+380
467
$17K ﹤0.01%
+1,858
468
$17K ﹤0.01%
+110
469
$17K ﹤0.01%
+350
470
$17K ﹤0.01%
+192
471
$16K ﹤0.01%
+257
472
$16K ﹤0.01%
+500
473
$16K ﹤0.01%
+1,150
474
$16K ﹤0.01%
+203
475
$16K ﹤0.01%
+700