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

Top Buys

1 +$5.62M
2 +$4.76M
3 +$1.93M
4
CSX icon
CSX Corp
CSX
+$1.55M
5
MRK icon
Merck
MRK
+$989K

Top Sells

1 +$4.95M
2 +$1.74M
3 +$1.64M
4
UNP icon
Union Pacific
UNP
+$1.63M
5
MSFT icon
Microsoft
MSFT
+$746K

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
651
-5,210
652
-203
653
-53
654
-121
655
-60
656
-300
657
-50
658
-200
659
-105
660
-7,004
661
-40
662
-284
663
-300
664
-15
665
-700
666
-400
667
-675
668
-506
669
-82
670
-300
671
-150
672
-114
673
-47,013
674
-113
675
-2,335