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
826
$4K ﹤0.01%
65
827
$4K ﹤0.01%
+79
828
$4K ﹤0.01%
173
829
$4K ﹤0.01%
+52
830
$3K ﹤0.01%
200
831
$3K ﹤0.01%
106
-934
832
$3K ﹤0.01%
62
833
$3K ﹤0.01%
170
834
$3K ﹤0.01%
13
835
$3K ﹤0.01%
88
-7
836
$3K ﹤0.01%
200
837
$3K ﹤0.01%
45
838
$3K ﹤0.01%
7
839
$3K ﹤0.01%
37
840
$3K ﹤0.01%
45
841
$3K ﹤0.01%
30
842
$3K ﹤0.01%
111
843
$3K ﹤0.01%
50
844
$3K ﹤0.01%
24
845
$3K ﹤0.01%
40
846
$3K ﹤0.01%
78
+28
847
$3K ﹤0.01%
87
848
$3K ﹤0.01%
10
849
$3K ﹤0.01%
+63
850
$3K ﹤0.01%
25
32 33
34
35 36