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
$512M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
726
New
Increased
Reduced
Closed

Top Buys

1
+$18.7M
2
+$12.2M
3
+$11.7M
4
IBM icon
IBM
IBM
+$11.6M
5
CVX icon
Chevron
CVX
+$10.8M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 12.61%
2 Consumer Staples 12.5%
3 Healthcare 11.99%
4 Technology 11.4%
5 Energy 9.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$1K ﹤0.01%
+100
652
$1K ﹤0.01%
+44
653
$1K ﹤0.01%
+300
654
$1K ﹤0.01%
+10
655
$1K ﹤0.01%
+49
656
$1K ﹤0.01%
+14
657
$1K ﹤0.01%
+66
658
$1K ﹤0.01%
+30
659
$1K ﹤0.01%
+8
660
$1K ﹤0.01%
+44
661
$1K ﹤0.01%
+7
662
$1K ﹤0.01%
+50
663
$0 ﹤0.01%
+27
664
$0 ﹤0.01%
+10
665
– –
0
666
$0 ﹤0.01%
+32
667
$0 ﹤0.01%
+150
668
$0 ﹤0.01%
+2
669
$0 ﹤0.01%
+100
670
$0 ﹤0.01%
+8
671
$0 ﹤0.01%
+30
672
$0 ﹤0.01%
+7
673
$0 ﹤0.01%
+67
674
$0 ﹤0.01%
+1
675
$0 ﹤0.01%
+10
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