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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
926
$0 ﹤0.01%
50
927
– –
-15,785
928
– –
-1,200
929
– –
-1,008
930
– –
-4,050
931
– –
-384
932
– –
-400
933
– –
-5,280
934
$0 ﹤0.01%
+6
935
– –
-66
936
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-150
937
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-25
938
– –
-100
939
$0 ﹤0.01%
11
940
$0 ﹤0.01%
+23
941
– –
-30
942
$0 ﹤0.01%
22
-50
943
$0 ﹤0.01%
100
944
– –
-70
945
– –
-88
946
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-16
947
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-15
948
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949
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-1,276
950
– –
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36 37
38
39 40