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
676
$17.7K ﹤0.01%
260
+58
677
$17.4K ﹤0.01%
71
+14
678
$17.3K ﹤0.01%
46
679
$17.3K ﹤0.01%
+225
680
$17.3K ﹤0.01%
110
681
$17.3K ﹤0.01%
300
682
$16.9K ﹤0.01%
220
683
$16.7K ﹤0.01%
+504
684
$16.7K ﹤0.01%
+179
685
$16.4K ﹤0.01%
345
686
$16.4K ﹤0.01%
95
687
$16.2K ﹤0.01%
113
+35
688
$16.1K ﹤0.01%
307
689
$16.1K ﹤0.01%
2,440
690
$16K ﹤0.01%
84
+32
691
$15.6K ﹤0.01%
+34
692
$15.4K ﹤0.01%
100
-175
693
$15.4K ﹤0.01%
253
694
$15.3K ﹤0.01%
374
-145
695
$15.3K ﹤0.01%
+80
696
$15K ﹤0.01%
+400
697
$14.8K ﹤0.01%
479
698
$14.7K ﹤0.01%
116
+11
699
$14.5K ﹤0.01%
716
700
$14.4K ﹤0.01%
797