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
$2B
AUM Growth
+$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,123
New
Increased
Reduced
Closed

Top Buys

1 +$4.54M
2 +$2.34M
3 +$2.24M
4
MSFT icon
Microsoft
MSFT
+$1.99M
5
AMZN icon
Amazon
AMZN
+$1.23M

Top Sells

1 +$4.9M
2 +$1.44M
3 +$1.13M
4
MA icon
Mastercard
MA
+$987K
5
INTC icon
Intel
INTC
+$584K

Sector Composition

1 Technology 24.39%
2 Financials 13.18%
3 Healthcare 12.44%
4 Consumer Discretionary 9.15%
5 Industrials 8.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
826
$5.25K ﹤0.01%
+32
827
$5.22K ﹤0.01%
+134
828
$5.09K ﹤0.01%
+3
829
$5.07K ﹤0.01%
+79
830
$5.01K ﹤0.01%
250
831
$5K ﹤0.01%
+35
832
$4.98K ﹤0.01%
+439
833
$4.95K ﹤0.01%
40
834
$4.93K ﹤0.01%
+23
835
$4.93K ﹤0.01%
+344
836
$4.93K ﹤0.01%
+172
837
$4.93K ﹤0.01%
+213
838
$4.88K ﹤0.01%
+460
839
$4.88K ﹤0.01%
200
840
$4.77K ﹤0.01%
+134
841
$4.75K ﹤0.01%
+270
842
$4.68K ﹤0.01%
+26
843
$4.66K ﹤0.01%
+372
844
$4.59K ﹤0.01%
275
845
$4.48K ﹤0.01%
+13
846
$4.45K ﹤0.01%
+25
847
$4.38K ﹤0.01%
78
-222
848
$4.36K ﹤0.01%
+63
849
$4.36K ﹤0.01%
46
-108
850
$4.33K ﹤0.01%
+185