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
276
$264K 0.02%
2,819
-300
277
$264K 0.02%
5,812
278
$258K 0.02%
13,631
-181
279
$252K 0.02%
3,410
280
$248K 0.02%
4,641
-437
281
$247K 0.02%
4,475
-1,682
282
$244K 0.02%
2,785
283
$244K 0.02%
1,190
284
$237K 0.02%
5,826
285
$233K 0.02%
1,800
286
$232K 0.02%
3,843
-33
287
$231K 0.02%
3,113
-1,540
288
$231K 0.02%
13,000
-600
289
$226K 0.02%
2,900
290
$223K 0.02%
8,123
-1,050
291
$222K 0.02%
1,068
-15
292
$221K 0.02%
3,994
293
$221K 0.02%
4,610
294
$218K 0.02%
2,843
+70
295
$216K 0.02%
1,033
+130
296
$216K 0.02%
3,325
297
$214K 0.02%
+4,050
298
$214K 0.02%
+4,250
299
$212K 0.02%
5,582
-94
300
$212K 0.02%
5,087
10 11
12
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