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
351
$137K 0.01%
4,236
352
$136K 0.01%
2,995
353
$135K 0.01%
1,743
354
$133K 0.01%
2,000
355
$132K 0.01%
2,959
+742
356
$126K 0.01%
6,878
+6,113
357
$125K 0.01%
1,453
-1,341
358
$125K 0.01%
17,354
359
$124K 0.01%
1,367
+100
360
$123K 0.01%
720
361
$122K 0.01%
9,342
362
$120K 0.01%
3,916
363
$115K 0.01%
1,425
364
$114K 0.01%
914
365
$113K 0.01%
2,700
366
$113K 0.01%
811
367
$111K 0.01%
1,220
-20
368
$109K 0.01%
6,500
-300
369
$108K 0.01%
1,251
-23
370
$107K 0.01%
1,450
-50
371
$107K 0.01%
1,865
372
$107K 0.01%
2,062
-350
373
$105K 0.01%
890
374
$105K 0.01%
1,640
-120
375
$104K 0.01%
1,290
13 14
15
16 17