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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
$698M
AUM Growth
+$55.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
886
New
Increased
Reduced
Closed

Top Buys

1 +$6.38M
2 +$2.9M
3 +$2.27M
4
UNP icon
Union Pacific
UNP
+$1.44M
5
MA icon
Mastercard
MA
+$1.07M

Top Sells

1 +$2.5M
2 +$1.47M
3 +$1.22M
4
BNS icon
Scotiabank
BNS
+$859K
5
MDT icon
Medtronic
MDT
+$842K

Sector Composition

1 Healthcare 14.3%
2 Industrials 13.21%
3 Consumer Staples 11.2%
4 Technology 10.79%
5 Financials 10.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
$15K ﹤0.01%
229
552
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253
553
$14K ﹤0.01%
900
554
$14K ﹤0.01%
600
555
$14K ﹤0.01%
509
556
$14K ﹤0.01%
383
+200
557
$14K ﹤0.01%
+418
558
$14K ﹤0.01%
1,000
559
$14K ﹤0.01%
595
+22
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$13K ﹤0.01%
500
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$13K ﹤0.01%
500
562
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341
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305
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$13K ﹤0.01%
+327
566
$13K ﹤0.01%
+1,000
567
$13K ﹤0.01%
750
-750
568
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300
570
$12K ﹤0.01%
+15
571
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500
572
$12K ﹤0.01%
351
573
$12K ﹤0.01%
200
574
$12K ﹤0.01%
244
+108
575
$12K ﹤0.01%
350
-5,135