We are live on ! Find out more
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
$687M
AUM Growth
+$257K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
875
New
Increased
Reduced
Closed

Top Buys

1
+$791K
2
+$765K
3
+$758K
4
BLK icon
Blackrock
BLK
+$700K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$511K

Top Sells

1
+$1.14M
2
+$938K
3
+$469K
4
BHP icon
BHP
BHP
+$444K
5
ORCL icon
Oracle
ORCL
+$351K

Sector Composition

1 Healthcare 14.28%
2 Industrials 13.39%
3 Technology 11.49%
4 Consumer Staples 10.47%
5 Financials 9.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
– –
-450
777
– –
-16
778
– –
-20
779
– –
-455
780
$0 ﹤0.01%
100
781
– –
-38
782
– –
-838
783
– –
-450
784
– –
-755
785
– –
-900
786
– –
-75
787
– –
-225
788
– –
-200
789
$0 ﹤0.01%
30
790
$0 ﹤0.01%
1
-827
791
– –
-51
792
– –
-200
793
– –
-1,515
794
– –
-155
795
$0 ﹤0.01%
20
796
$0 ﹤0.01%
20
-97
797
– –
-400
798
– –
-30
799
$0 ﹤0.01%
5
800
$0 ﹤0.01%
+10
29 30 31
32
33