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
$2B
AUM Growth
+$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,123
New
Increased
Reduced
Closed

Top Buys

1 +$4.54M
2 +$2.34M
3 +$2.24M
4
MSFT icon
Microsoft
MSFT
+$1.99M
5
AMZN icon
Amazon
AMZN
+$1.23M

Top Sells

1 +$4.9M
2 +$1.44M
3 +$1.13M
4
MA icon
Mastercard
MA
+$987K
5
INTC icon
Intel
INTC
+$584K

Sector Composition

1 Technology 24.39%
2 Financials 13.18%
3 Healthcare 12.44%
4 Consumer Discretionary 9.15%
5 Industrials 8.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1051
$1 ﹤0.01%
10
1052
-275
1053
-5
1054
-800
1055
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1056
-31
1057
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1059
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1060
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1061
-553
1062
0
1063
-500
1064
$0 ﹤0.01%
4
1065
-73
1066
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1067
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1068
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1069
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1070
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1071
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1072
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1073
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1074
-1,600
1075
-140