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
851
$4.29K ﹤0.01%
+241
852
$4.28K ﹤0.01%
+21
853
$4.27K ﹤0.01%
+36
854
$4.26K ﹤0.01%
18
+5
855
$4.26K ﹤0.01%
96
-654
856
$4.24K ﹤0.01%
100
857
$4.16K ﹤0.01%
+34
858
$4.16K ﹤0.01%
50
-25
859
$4.14K ﹤0.01%
+13
860
$4.13K ﹤0.01%
+207
861
$4.1K ﹤0.01%
+20
862
$4.07K ﹤0.01%
+38
863
$4.05K ﹤0.01%
+693
864
$4K ﹤0.01%
+100
865
$4K ﹤0.01%
+48
866
$3.96K ﹤0.01%
+214
867
$3.92K ﹤0.01%
+28
868
$3.89K ﹤0.01%
+82
869
$3.89K ﹤0.01%
+351
870
$3.87K ﹤0.01%
50
-2
871
$3.85K ﹤0.01%
+14
872
$3.82K ﹤0.01%
74
+3
873
$3.81K ﹤0.01%
38
874
$3.8K ﹤0.01%
18
875
$3.76K ﹤0.01%
+120
33 34
35
36 37