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
$2B
AUM Growth
+$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,123
New
Increased
Reduced
Closed

Top Buys

1
+$4.54M
2
+$2.34M
3
+$2.24M
4
MSFT icon
Microsoft
MSFT
+$1.99M
5
AMZN icon
Amazon
AMZN
+$1.23M

Top Sells

1
+$4.9M
2
+$1.44M
3
+$1.13M
4
MA icon
Mastercard
MA
+$987K
5
INTC icon
Intel
INTC
+$584K

Sector Composition

1 Technology 24.39%
2 Financials 13.18%
3 Healthcare 12.44%
4 Consumer Discretionary 9.15%
5 Industrials 8.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$20.1K ﹤0.01%
70
-80
652
$20K ﹤0.01%
+391
653
$20K ﹤0.01%
3,000
+2,000
654
$19.8K ﹤0.01%
34
+9
655
$19.6K ﹤0.01%
300
656
$19.6K ﹤0.01%
200
657
$19.4K ﹤0.01%
+495
658
$19.3K ﹤0.01%
75
659
$19.3K ﹤0.01%
246
660
$19.3K ﹤0.01%
275
661
$19.3K ﹤0.01%
35
662
$19.2K ﹤0.01%
231
663
$18.8K ﹤0.01%
+600
664
$18.7K ﹤0.01%
455
665
$18.7K ﹤0.01%
900
666
$18.5K ﹤0.01%
300
667
$18.4K ﹤0.01%
42
668
$18K ﹤0.01%
+1,000
669
$18K ﹤0.01%
+78
670
$17.9K ﹤0.01%
900
671
$17.8K ﹤0.01%
215
672
$17.7K ﹤0.01%
162
673
$17.7K ﹤0.01%
302
674
$17.7K ﹤0.01%
888
675
$17.7K ﹤0.01%
66
+34
25 26
27
28 29