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
$1.59B
AUM Growth
+$178M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
811
New
Increased
Reduced
Closed

Top Buys

1
+$4.15M
2
+$2.12M
3
+$1.75M
4
MSFT icon
Microsoft
MSFT
+$1.03M
5
DIS icon
Walt Disney
DIS
+$973K

Top Sells

1
+$1.69M
2
+$1.03M
3
+$978K
4
T icon
AT&T
T
+$760K
5
BA icon
Boeing
BA
+$446K

Sector Composition

1 Technology 19.37%
2 Financials 13.8%
3 Healthcare 13.3%
4 Consumer Discretionary 10.56%
5 Consumer Staples 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$3K ﹤0.01%
+148
752
$3K ﹤0.01%
+30
753
$3K ﹤0.01%
+70
754
$3K ﹤0.01%
+40
755
$3K ﹤0.01%
+100
756
$3K ﹤0.01%
+246
757
$3K ﹤0.01%
+30
758
$3K ﹤0.01%
+11
759
$3K ﹤0.01%
+180
760
$3K ﹤0.01%
+60
761
$3K ﹤0.01%
+110
762
$3K ﹤0.01%
+26
763
$3K ﹤0.01%
+94
764
$2K ﹤0.01%
+29
765
$2K ﹤0.01%
+50
766
$2K ﹤0.01%
+40
767
$2K ﹤0.01%
+300
768
$2K ﹤0.01%
+100
769
$2K ﹤0.01%
+43
770
$2K ﹤0.01%
+150
771
$2K ﹤0.01%
+11
772
$2K ﹤0.01%
+164
773
$2K ﹤0.01%
+35
774
$2K ﹤0.01%
+145
775
$2K ﹤0.01%
+195
29 30
31
32 33