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%
888
552
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553
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1,000
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750
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566
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100
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500
575
$12K ﹤0.01%
+15