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
651
$4K ﹤0.01%
74
652
$4K ﹤0.01%
35
653
$3K ﹤0.01%
114
654
$3K ﹤0.01%
50
-282
655
$3K ﹤0.01%
100
-5
656
$3K ﹤0.01%
115
657
$3K ﹤0.01%
29
658
$3K ﹤0.01%
100
659
$3K ﹤0.01%
40
660
$3K ﹤0.01%
100
661
$3K ﹤0.01%
176
662
$3K ﹤0.01%
37
-41
663
$3K ﹤0.01%
135
664
$3K ﹤0.01%
100
665
$3K ﹤0.01%
100
666
$2K ﹤0.01%
44
667
$2K ﹤0.01%
+202
668
$2K ﹤0.01%
300
669
$2K ﹤0.01%
10
670
$2K ﹤0.01%
100
671
$2K ﹤0.01%
200
672
$2K ﹤0.01%
67
673
$2K ﹤0.01%
+200
674
$2K ﹤0.01%
522
675
$2K ﹤0.01%
44
25 26
27
28 29