TCOV

Trust Company of Vermont Portfolio holdings

AUM $2.3B
1-Year Est. Return 16.02%
This Quarter Est. Return
1 Year Est. Return
+16.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.25B
AUM Growth
+$41.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,092
New
Increased
Reduced
Closed

Top Buys

1
+$4.09M
2
+$3.41M
3
+$2.55M
4
CVS icon
CVS Health
CVS
+$1.55M
5
PBCT
People's United Financial Inc
PBCT
+$1.44M

Top Sells

1
+$1.64M
2
+$832K
3
+$468K
4
ABBV icon
AbbVie
ABBV
+$443K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$442K

Sector Composition

1 Technology 13.67%
2 Financials 13.33%
3 Healthcare 12.92%
4 Industrials 10.72%
5 Consumer Staples 9.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$463K 0.04%
9,988
+350
227
$459K 0.04%
5,614
-100
228
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3,021
-96
229
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230
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6,948
-1,206
231
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2,698
-43
232
$416K 0.03%
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-238
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234
$401K 0.03%
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236
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4,981
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237
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238
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239
$373K 0.03%
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240
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241
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244
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245
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2,478
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246
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3,549
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247
$353K 0.03%
8,165
-146
248
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6,254
-1,000
249
$349K 0.03%
21,690
250
$341K 0.03%
3,987
+85
8 9
10
11 12