TCOV

Trust Company of Vermont Portfolio holdings

AUM $2.4B
1-Year Est. Return 18.75%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$974M
AUM Growth
+$49.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,049
New
Increased
Reduced
Closed

Top Buys

1 +$2.64M
2 +$1.4M
3 +$1.24M
4
PFS icon
Provident Financial Services
PFS
+$865K
5
AMZN icon
Amazon
AMZN
+$787K

Top Sells

1 +$512K
2 +$492K
3 +$368K
4
EMR icon
Emerson Electric
EMR
+$363K
5
JCI icon
Johnson Controls International
JCI
+$357K

Sector Composition

1 Healthcare 13.49%
2 Industrials 13.06%
3 Financials 12.48%
4 Technology 10.53%
5 Consumer Staples 9.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
$31K ﹤0.01%
1,050
552
$31K ﹤0.01%
+1,435
553
$31K ﹤0.01%
2,097
554
$30K ﹤0.01%
500
555
$30K ﹤0.01%
282
556
$30K ﹤0.01%
+4,800
557
$30K ﹤0.01%
380
558
$29K ﹤0.01%
665
-440
559
$29K ﹤0.01%
750
560
$29K ﹤0.01%
1,170
561
$28K ﹤0.01%
1,090
562
$28K ﹤0.01%
+336
563
$28K ﹤0.01%
1,376
+125
564
$28K ﹤0.01%
676
+230
565
$27K ﹤0.01%
800
566
$27K ﹤0.01%
719
567
$27K ﹤0.01%
228
568
$27K ﹤0.01%
450
569
$27K ﹤0.01%
1,070
570
$26K ﹤0.01%
375
571
$26K ﹤0.01%
229
572
$26K ﹤0.01%
1,810
573
$26K ﹤0.01%
420
+20
574
$26K ﹤0.01%
1,350
575
$26K ﹤0.01%
1,000