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
$797M
AUM Growth
+$44.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
956
New
Increased
Reduced
Closed

Top Buys

1 +$937K
2 +$910K
3 +$867K
4
GE icon
GE Aerospace
GE
+$853K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$808K

Top Sells

1 +$1.24M
2 +$684K
3 +$562K
4
DHR icon
Danaher
DHR
+$562K
5
EMC
EMC CORPORATION
EMC
+$552K

Sector Composition

1 Healthcare 13.98%
2 Industrials 13.34%
3 Technology 11.01%
4 Consumer Staples 10.8%
5 Financials 10.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$23K ﹤0.01%
900
527
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281
+68
528
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501
529
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207
-10
530
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382
531
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400
532
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533
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1,200
534
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468
535
$21K ﹤0.01%
285
536
$21K ﹤0.01%
1,025
537
$21K ﹤0.01%
551
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400
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800
540
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3,000
541
$20K ﹤0.01%
515
542
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543
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544
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740
545
$20K ﹤0.01%
+600
546
$20K ﹤0.01%
231
547
$20K ﹤0.01%
269
548
$19K ﹤0.01%
750
549
$19K ﹤0.01%
400
550
$19K ﹤0.01%
+872