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
$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
651
$7K ﹤0.01%
183
652
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755
653
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75
654
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147
655
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3,500
+1,000
656
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65
657
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+336
658
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740
659
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95
660
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200
661
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862
662
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663
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75
664
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250
-837
665
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85
666
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50
667
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668
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669
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200
670
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389
671
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672
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366
673
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75
674
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+200
675
$6K ﹤0.01%
+92