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
$1.2B
AUM Growth
+$42.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,087
New
Increased
Reduced
Closed

Top Buys

1
+$1.6M
2
+$1.2M
3
+$832K
4
AMAT icon
Applied Materials
AMAT
+$793K
5
JPM icon
JPMorgan Chase
JPM
+$775K

Top Sells

1
+$1.18M
2
+$810K
3
+$681K
4
XOM icon
Exxon Mobil
XOM
+$545K
5
WFC icon
Wells Fargo
WFC
+$517K

Sector Composition

1 Technology 13.39%
2 Financials 13.27%
3 Healthcare 13.2%
4 Industrials 11.18%
5 Consumer Staples 9.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$6K ﹤0.01%
30
777
$6K ﹤0.01%
+250
778
$6K ﹤0.01%
200
779
$6K ﹤0.01%
93
780
$6K ﹤0.01%
125
781
$6K ﹤0.01%
210
782
$5K ﹤0.01%
82
783
$5K ﹤0.01%
65
784
$5K ﹤0.01%
59
785
$5K ﹤0.01%
24
+13
786
$5K ﹤0.01%
64
+31
787
$5K ﹤0.01%
150
788
$5K ﹤0.01%
+115
789
$5K ﹤0.01%
135
-75
790
$5K ﹤0.01%
296
791
$5K ﹤0.01%
443
-979
792
$5K ﹤0.01%
115
793
$5K ﹤0.01%
57
794
$5K ﹤0.01%
132
+62
795
$5K ﹤0.01%
62
+37
796
$5K ﹤0.01%
50
+27
797
$5K ﹤0.01%
170
798
$5K ﹤0.01%
144
+19
799
$5K ﹤0.01%
236
800
$5K ﹤0.01%
323
30 31
32
33 34