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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
$1.33B
AUM Growth
+$79.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,067
New
Increased
Reduced
Closed

Top Buys

1
+$2.98M
2
+$1.01M
3
+$940K
4
MSM icon
MSC Industrial Direct
MSM
+$813K
5
PARA
Paramount Global Class B
PARA
+$704K

Top Sells

1
+$5.56M
2
+$1.19M
3
+$881K
4
AAPL icon
Apple
AAPL
+$787K
5
KHC icon
Kraft Heinz
KHC
+$659K

Sector Composition

1 Technology 14.58%
2 Financials 13.45%
3 Healthcare 13.34%
4 Industrials 10.71%
5 Consumer Discretionary 8.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$1K ﹤0.01%
10
902
$1K ﹤0.01%
8
903
$1K ﹤0.01%
4
904
– –
-17
905
– –
-48
906
– –
-349
907
$0 ﹤0.01%
19
908
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-31
909
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-100
910
– –
-74
911
– –
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912
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913
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-46
914
– –
-1,832
915
– –
-260
916
$0 ﹤0.01%
20
917
– –
-912
918
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919
– –
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920
$0 ﹤0.01%
+17
921
– –
-2,318
922
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923
– –
-90
924
– –
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925
– –
-20
35 36
37
38 39