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
$661M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
851
New
Increased
Reduced
Closed

Top Buys

1 +$1.36M
2 +$760K
3 +$759K
4
SLB icon
SLB Ltd
SLB
+$715K
5
AMT icon
American Tower
AMT
+$704K

Sector Composition

1 Industrials 13.55%
2 Healthcare 13.34%
3 Technology 11.77%
4 Consumer Staples 10.66%
5 Energy 9.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
$14K ﹤0.01%
400
577
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500
578
$14K ﹤0.01%
+200
579
$13K ﹤0.01%
172
580
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581
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1,000
583
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104
584
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586
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587
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+394
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45
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800
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$11K ﹤0.01%
350
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$11K ﹤0.01%
600