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
$797M
AUM Growth
+$44.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
956
New
Increased
Reduced
Closed

Top Buys

1 +$937K
2 +$910K
3 +$867K
4
GE icon
GE Aerospace
GE
+$853K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$808K

Top Sells

1 +$1.24M
2 +$684K
3 +$562K
4
DHR icon
Danaher
DHR
+$562K
5
EMC
EMC CORPORATION
EMC
+$552K

Sector Composition

1 Healthcare 13.98%
2 Industrials 13.34%
3 Technology 11.01%
4 Consumer Staples 10.8%
5 Financials 10.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
701
$5K ﹤0.01%
200
702
$5K ﹤0.01%
+30
703
$5K ﹤0.01%
300
704
$5K ﹤0.01%
158
-1,056
705
$5K ﹤0.01%
800
706
$5K ﹤0.01%
200
707
$5K ﹤0.01%
125
708
$5K ﹤0.01%
100
709
$5K ﹤0.01%
82
710
$4K ﹤0.01%
584
711
$4K ﹤0.01%
75
712
$4K ﹤0.01%
+80
713
$4K ﹤0.01%
+175
714
$4K ﹤0.01%
+60
715
$4K ﹤0.01%
90
716
$4K ﹤0.01%
134
717
$4K ﹤0.01%
300
718
$4K ﹤0.01%
148
719
$4K ﹤0.01%
111
-11
720
$4K ﹤0.01%
500
721
$4K ﹤0.01%
400
722
$4K ﹤0.01%
100
723
$4K ﹤0.01%
1,000
724
$4K ﹤0.01%
145
725
$4K ﹤0.01%
35