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
626
$5K ﹤0.01%
+269
627
$5K ﹤0.01%
600
628
$5K ﹤0.01%
250
629
$5K ﹤0.01%
100
630
$5K ﹤0.01%
82
631
$5K ﹤0.01%
+105
632
$5K ﹤0.01%
200
633
$4K ﹤0.01%
134
634
$4K ﹤0.01%
75
+15
635
$4K ﹤0.01%
75
636
$4K ﹤0.01%
74
637
$4K ﹤0.01%
331
638
$4K ﹤0.01%
400
639
$4K ﹤0.01%
125
640
$4K ﹤0.01%
+300
641
$4K ﹤0.01%
134
642
$4K ﹤0.01%
+500
643
$4K ﹤0.01%
60
-203
644
$4K ﹤0.01%
650
645
$4K ﹤0.01%
74
646
$4K ﹤0.01%
+90
647
$4K ﹤0.01%
148
648
$4K ﹤0.01%
4,000
649
$4K ﹤0.01%
+150
650
$4K ﹤0.01%
584
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