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
526
$16K ﹤0.01%
420
527
$16K ﹤0.01%
280
528
$16K ﹤0.01%
1,044
529
$16K ﹤0.01%
960
530
$16K ﹤0.01%
224
531
$16K ﹤0.01%
1,550
532
$16K ﹤0.01%
750
533
$15K ﹤0.01%
211
-1,072
534
$15K ﹤0.01%
250
535
$15K ﹤0.01%
888
536
$15K ﹤0.01%
418
537
$15K ﹤0.01%
1,111
538
$14K ﹤0.01%
600
539
$14K ﹤0.01%
600
540
$14K ﹤0.01%
1,000
541
$13K ﹤0.01%
360
542
$13K ﹤0.01%
900
543
$13K ﹤0.01%
651
+261
544
$13K ﹤0.01%
200
545
$13K ﹤0.01%
500
546
$12K ﹤0.01%
+606
547
$12K ﹤0.01%
341
548
$12K ﹤0.01%
275
549
$12K ﹤0.01%
351
550
$12K ﹤0.01%
533
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