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
$1.26B
AUM Growth
-$44.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,060
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$3.67M
3
+$1.99M
4
MSFT icon
Microsoft
MSFT
+$1.43M
5
JPM icon
JPMorgan Chase
JPM
+$1.38M

Top Sells

1
+$1.99M
2
+$1.72M
3
+$942K
4
NVDA icon
NVIDIA
NVDA
+$699K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$647K

Sector Composition

1 Technology 18.94%
2 Healthcare 14.93%
3 Financials 12.99%
4 Consumer Discretionary 9.42%
5 Consumer Staples 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
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-2
1002
$0 ﹤0.01%
27
-56
1003
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1004
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1005
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1006
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1007
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1008
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1009
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+2
1010
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1011
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1012
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$0 ﹤0.01%
+2
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$0 ﹤0.01%
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1019
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1020
$0 ﹤0.01%
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1021
$0 ﹤0.01%
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1022
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1023
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1024
$0 ﹤0.01%
26
-2,400
37 38 39 40
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