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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
476
$24K ﹤0.01%
833
-87
477
$23K ﹤0.01%
1,000
478
$23K ﹤0.01%
1,139
479
$23K ﹤0.01%
400
480
$23K ﹤0.01%
172
481
$23K ﹤0.01%
200
-323
482
$23K ﹤0.01%
900
483
$23K ﹤0.01%
524
484
$23K ﹤0.01%
532
485
$23K ﹤0.01%
500
486
$22K ﹤0.01%
1,655
487
$22K ﹤0.01%
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488
$22K ﹤0.01%
400
489
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1,000
490
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400
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$22K ﹤0.01%
225
492
$22K ﹤0.01%
515
493
$22K ﹤0.01%
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494
$21K ﹤0.01%
600
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495
$21K ﹤0.01%
1,217
496
$21K ﹤0.01%
800
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$21K ﹤0.01%
250
498
$21K ﹤0.01%
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$20K ﹤0.01%
600
500
$20K ﹤0.01%
501