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
851
$3K ﹤0.01%
+36
852
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+100
853
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+7
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855
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1,400
-250
861
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864
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865
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41
866
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867
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868
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869
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870
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871
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872
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+50
873
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874
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80
-203
875
$3K ﹤0.01%
+30
33 34
35
36 37