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
$2.06B
AUM Growth
+$63.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,145
New
Increased
Reduced
Closed

Top Buys

1 +$10.5M
2 +$9.3M
3 +$4.67M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.28M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.09M

Top Sells

1 +$2.52M
2 +$2.29M
3 +$1.95M
4
MSM icon
MSC Industrial Direct
MSM
+$1.74M
5
CMCSA icon
Comcast
CMCSA
+$1.69M

Sector Composition

1 Technology 25.01%
2 Financials 13.72%
3 Healthcare 10.59%
4 Consumer Discretionary 9.17%
5 Industrials 8.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
951
$2.24K ﹤0.01%
129
952
$2.21K ﹤0.01%
1,040
953
$2.2K ﹤0.01%
136
954
$2.16K ﹤0.01%
207
955
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120
956
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600
957
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1
958
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388
959
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34
-2
960
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961
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200
962
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963
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100
964
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12
+11
965
$1.87K ﹤0.01%
+574
966
$1.83K ﹤0.01%
120
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45
-3
968
$1.77K ﹤0.01%
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969
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300
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34
971
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200
972
$1.63K ﹤0.01%
21
973
$1.63K ﹤0.01%
5
974
$1.5K ﹤0.01%
600
975
$1.46K ﹤0.01%
40