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
$1.41B
AUM Growth
-$28.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
788
New
Increased
Reduced
Closed

Top Buys

1 +$5.64M
2 +$4.75M
3 +$1.77M
4
CSX icon
CSX Corp
CSX
+$1.44M
5
MRK icon
Merck
MRK
+$976K

Top Sells

1 +$4.95M
2 +$1.74M
3 +$1.57M
4
UNP icon
Union Pacific
UNP
+$1.48M
5
MSFT icon
Microsoft
MSFT
+$723K

Sector Composition

1 Technology 18.23%
2 Financials 14.93%
3 Healthcare 13.11%
4 Consumer Discretionary 10.56%
5 Communication Services 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
626
-472
627
-103
628
-300
629
-2,833
630
-341
631
-1,588
632
-19
633
-2,935
634
-1,094
635
-1,747
636
-826
637
-150
638
-96
639
-900
640
-50
641
-513
642
-754
643
-30
644
-120
645
-2,225
646
-2,040
647
-179
648
-888
649
-1,431
650
-265