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
526
$12K ﹤0.01%
+330
527
$12K ﹤0.01%
+300
528
$12K ﹤0.01%
+1,100
529
$12K ﹤0.01%
+520
530
$12K ﹤0.01%
+1,093
531
$12K ﹤0.01%
+833
532
$12K ﹤0.01%
+850
533
$11K ﹤0.01%
+275
534
$11K ﹤0.01%
+900
535
$11K ﹤0.01%
+325
536
$11K ﹤0.01%
+400
537
$11K ﹤0.01%
+200
538
$11K ﹤0.01%
+1,311
539
$11K ﹤0.01%
+500
540
$11K ﹤0.01%
+295
541
$11K ﹤0.01%
+790
542
$11K ﹤0.01%
+400
543
$11K ﹤0.01%
+500
544
$10K ﹤0.01%
+2,300
545
$10K ﹤0.01%
+211
546
$10K ﹤0.01%
+400
547
$10K ﹤0.01%
+400
548
$10K ﹤0.01%
+400
549
$10K ﹤0.01%
+500
550
$9K ﹤0.01%
+199