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
$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
801
$5K ﹤0.01%
78
802
$5K ﹤0.01%
80
803
$5K ﹤0.01%
+1,000
804
$5K ﹤0.01%
+16
805
$5K ﹤0.01%
241
806
$5K ﹤0.01%
49
807
$5K ﹤0.01%
+200
808
$5K ﹤0.01%
500
809
$5K ﹤0.01%
+1,000
810
$5K ﹤0.01%
80
+1
811
$5K ﹤0.01%
763
812
$5K ﹤0.01%
+894
813
$5K ﹤0.01%
55
814
$5K ﹤0.01%
72
815
$5K ﹤0.01%
553
816
$5K ﹤0.01%
105
817
$5K ﹤0.01%
127
818
$5K ﹤0.01%
200
819
$4K ﹤0.01%
1,000
820
$4K ﹤0.01%
17
821
$4K ﹤0.01%
+70
822
$4K ﹤0.01%
265
-500
823
$4K ﹤0.01%
+140
824
$4K ﹤0.01%
+93
825
$4K ﹤0.01%
+156
31 32
33
34 35