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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
$1.03B
AUM Growth
-$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,129
New
Increased
Reduced
Closed

Top Buys

1
+$1.74M
2
+$1.21M
3
+$1.15M
4
PAG icon
Penske Automotive Group
PAG
+$979K
5
CVS icon
CVS Health
CVS
+$688K

Top Sells

1
+$1.83M
2
+$1.8M
3
+$1.68M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$1.67M
5
XOM icon
Exxon Mobil
XOM
+$1.35M

Sector Composition

1 Healthcare 14.32%
2 Financials 13.08%
3 Technology 12.05%
4 Industrials 11.18%
5 Consumer Staples 9.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$17K ﹤0.01%
90
602
$17K ﹤0.01%
13
603
$17K ﹤0.01%
+521
604
$17K ﹤0.01%
716
-365
605
$17K ﹤0.01%
524
606
$17K ﹤0.01%
162
-61
607
$17K ﹤0.01%
208
-95
608
$17K ﹤0.01%
163
-13
609
$17K ﹤0.01%
269
610
$16K ﹤0.01%
526
-94
611
$16K ﹤0.01%
300
612
$16K ﹤0.01%
124
-100
613
$16K ﹤0.01%
1,576
-713
614
$16K ﹤0.01%
86
615
$16K ﹤0.01%
200
616
$16K ﹤0.01%
690
-240
617
$16K ﹤0.01%
262
618
$16K ﹤0.01%
+293
619
$15K ﹤0.01%
+304
620
$15K ﹤0.01%
250
621
$15K ﹤0.01%
330
622
$15K ﹤0.01%
2,500
623
$15K ﹤0.01%
514
624
$14K ﹤0.01%
468
-13
625
$14K ﹤0.01%
384
23 24
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