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
851
$3K ﹤0.01%
32
852
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34
853
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32
854
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855
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+100
856
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57
857
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69
858
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+17
859
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79
860
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36
861
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1,000
862
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169
863
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500
864
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865
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28
866
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152
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867
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168
868
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103
869
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22
870
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37
871
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86
872
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125
873
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68
874
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23
875
$3K ﹤0.01%
24
33 34
35
36 37