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
$715M
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
855
New
Increased
Reduced
Closed

Top Buys

1
+$1.33M
2
+$1.2M
3
+$1.19M
4
NVS icon
Novartis
NVS
+$1.08M
5
AMZN icon
Amazon
AMZN
+$785K

Top Sells

1
+$9.36M
2
+$1.6M
3
+$1.41M
4
IBM icon
IBM
IBM
+$1.01M
5
MCD icon
McDonald's
MCD
+$587K

Sector Composition

1 Healthcare 13.79%
2 Industrials 13.62%
3 Consumer Staples 11.51%
4 Technology 10.73%
5 Financials 10.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$28K ﹤0.01%
1,100
452
$27K ﹤0.01%
150
453
$27K ﹤0.01%
3,375
454
$27K ﹤0.01%
150
-22
455
$27K ﹤0.01%
525
456
$27K ﹤0.01%
1,000
457
$27K ﹤0.01%
1,000
458
$26K ﹤0.01%
1,000
459
$26K ﹤0.01%
2,520
460
$26K ﹤0.01%
400
461
$26K ﹤0.01%
877
462
$26K ﹤0.01%
175
463
$25K ﹤0.01%
781
464
$25K ﹤0.01%
223
465
$25K ﹤0.01%
915
-1,375
466
$25K ﹤0.01%
1,000
467
$24K ﹤0.01%
200
468
$24K ﹤0.01%
510
469
$24K ﹤0.01%
1,471
-88
470
$24K ﹤0.01%
500
471
$24K ﹤0.01%
833
-87
472
$24K ﹤0.01%
1,000
473
$24K ﹤0.01%
500
474
$24K ﹤0.01%
2,000
475
$24K ﹤0.01%
400
17 18
19
20 21