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
876
$3K ﹤0.01%
22
877
$3K ﹤0.01%
92
878
$3K ﹤0.01%
48
-26
879
$3K ﹤0.01%
103
880
$3K ﹤0.01%
+104
881
$3K ﹤0.01%
+1,000
882
$3K ﹤0.01%
104
883
$3K ﹤0.01%
90
884
$2K ﹤0.01%
91
885
$2K ﹤0.01%
+13
886
$2K ﹤0.01%
74
887
$2K ﹤0.01%
500
888
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+26
889
$2K ﹤0.01%
112
890
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30
891
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18
892
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893
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894
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895
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220
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896
$2K ﹤0.01%
183
897
$2K ﹤0.01%
45
898
$2K ﹤0.01%
+150
899
$2K ﹤0.01%
30
900
$2K ﹤0.01%
100
34 35
36
37 38