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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
726
$9K ﹤0.01%
152
727
$9K ﹤0.01%
+1,250
728
$9K ﹤0.01%
191
729
$8K ﹤0.01%
28
-1
730
$8K ﹤0.01%
300
731
$8K ﹤0.01%
+480
732
$8K ﹤0.01%
124
733
$8K ﹤0.01%
157
734
$8K ﹤0.01%
347
735
$8K ﹤0.01%
100
736
$8K ﹤0.01%
194
-3
737
$8K ﹤0.01%
+150
738
$8K ﹤0.01%
37
739
$8K ﹤0.01%
1,000
740
$8K ﹤0.01%
468
741
$8K ﹤0.01%
100
+71
742
$8K ﹤0.01%
50
743
$8K ﹤0.01%
131
-230
744
$8K ﹤0.01%
+21
745
$8K ﹤0.01%
80
746
$8K ﹤0.01%
161
747
$8K ﹤0.01%
200
748
$8K ﹤0.01%
450
749
$8K ﹤0.01%
200
750
$8K ﹤0.01%
300
28 29
30
31 32