We are live on ! Find out more
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
$686M
AUM Growth
+$24.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
872
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$782K
3
+$532K
4
SBUX icon
Starbucks
SBUX
+$516K
5
WFM
Whole Foods Market Inc
WFM
+$449K

Top Sells

1
+$795K
2
+$789K
3
+$647K
4
NUE icon
Nucor
NUE
+$618K
5
MCD icon
McDonald's
MCD
+$589K

Sector Composition

1 Industrials 13.9%
2 Healthcare 13.65%
3 Technology 11.65%
4 Consumer Staples 10.98%
5 Financials 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$10K ﹤0.01%
394
602
$10K ﹤0.01%
+750
603
$10K ﹤0.01%
+95
604
$10K ﹤0.01%
400
605
$10K ﹤0.01%
315
+115
606
$10K ﹤0.01%
+279
607
$10K ﹤0.01%
136
608
$10K ﹤0.01%
400
609
$10K ﹤0.01%
1,000
610
$10K ﹤0.01%
100
-100
611
$10K ﹤0.01%
199
612
$10K ﹤0.01%
200
613
$10K ﹤0.01%
275
614
$10K ﹤0.01%
2,300
615
$10K ﹤0.01%
+3
616
$10K ﹤0.01%
250
617
$10K ﹤0.01%
800
618
$9K ﹤0.01%
900
619
$9K ﹤0.01%
500
620
$9K ﹤0.01%
400
621
$9K ﹤0.01%
140
622
$9K ﹤0.01%
350
623
$9K ﹤0.01%
100
624
$9K ﹤0.01%
160
625
$9K ﹤0.01%
312
23 24
25
26 27