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
$698M
AUM Growth
+$55.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
886
New
Increased
Reduced
Closed

Top Buys

1 +$6.38M
2 +$2.9M
3 +$2.27M
4
UNP icon
Union Pacific
UNP
+$1.44M
5
MA icon
Mastercard
MA
+$1.07M

Top Sells

1 +$2.5M
2 +$1.47M
3 +$1.22M
4
BNS icon
Scotiabank
BNS
+$859K
5
MDT icon
Medtronic
MDT
+$842K

Sector Composition

1 Healthcare 14.3%
2 Industrials 13.21%
3 Consumer Staples 11.2%
4 Technology 10.79%
5 Financials 10.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
801
$0 ﹤0.01%
32
+9
802
-525
803
-300
804
-500
805
-1
806
-1,000
807
-200
808
-170
809
-606
810
-1,175
811
0
812
-564
813
-400
814
-66
815
$0 ﹤0.01%
30
816
-37
817
$0 ﹤0.01%
10
818
-2,250
819
$0 ﹤0.01%
2
-173
820
-8,000
821
$0 ﹤0.01%
2
822
$0 ﹤0.01%
82
823
-1,000
824
$0 ﹤0.01%
+1
825
$0 ﹤0.01%
24