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
$1.26B
AUM Growth
-$44.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,060
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$3.67M
3
+$1.99M
4
MSFT icon
Microsoft
MSFT
+$1.43M
5
JPM icon
JPMorgan Chase
JPM
+$1.38M

Top Sells

1
+$1.99M
2
+$1.72M
3
+$942K
4
NVDA icon
NVIDIA
NVDA
+$699K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$647K

Sector Composition

1 Technology 18.94%
2 Healthcare 14.93%
3 Financials 12.99%
4 Consumer Discretionary 9.42%
5 Consumer Staples 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$13K ﹤0.01%
+816
652
$13K ﹤0.01%
270
-4
653
$13K ﹤0.01%
190
+40
654
$13K ﹤0.01%
109
655
$13K ﹤0.01%
+1,000
656
$13K ﹤0.01%
47
657
$13K ﹤0.01%
310
658
$13K ﹤0.01%
435
659
$13K ﹤0.01%
98
660
$13K ﹤0.01%
1,350
661
$13K ﹤0.01%
300
662
$13K ﹤0.01%
+450
663
$12K ﹤0.01%
+250
664
$12K ﹤0.01%
12,511
665
$12K ﹤0.01%
183
666
$12K ﹤0.01%
+150
667
$12K ﹤0.01%
231
668
$12K ﹤0.01%
142
669
$12K ﹤0.01%
1,441
670
$12K ﹤0.01%
746
671
$12K ﹤0.01%
140
+48
672
$12K ﹤0.01%
209
673
$12K ﹤0.01%
722
674
$12K ﹤0.01%
1,000
675
$12K ﹤0.01%
300
25 26
27
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