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
551
$12K ﹤0.01%
95
552
$12K ﹤0.01%
1,000
553
$12K ﹤0.01%
100
554
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500
555
$12K ﹤0.01%
500
556
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250
557
$11K ﹤0.01%
364
558
$11K ﹤0.01%
356
-100
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$11K ﹤0.01%
100
560
$11K ﹤0.01%
650
561
$11K ﹤0.01%
300
562
$11K ﹤0.01%
2,300
563
$11K ﹤0.01%
312
564
$11K ﹤0.01%
330
565
$11K ﹤0.01%
290
566
$11K ﹤0.01%
105
-39
567
$11K ﹤0.01%
298
568
$11K ﹤0.01%
100
569
$11K ﹤0.01%
104
570
$10K ﹤0.01%
327
571
$10K ﹤0.01%
400
572
$10K ﹤0.01%
19
+4
573
$10K ﹤0.01%
20
574
$10K ﹤0.01%
+2,000
575
$10K ﹤0.01%
400
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