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
376
$102K 0.01%
800
+340
377
$100K 0.01%
6,324
+6,001
378
$100K 0.01%
775
-75
379
$99K 0.01%
3,600
380
$99K 0.01%
5,280
-2,827
381
$98K 0.01%
1,086
-105
382
$97K 0.01%
+2,053
383
$97K 0.01%
1,865
384
$96K 0.01%
2,950
385
$95K 0.01%
1,935
386
$93K 0.01%
585
387
$92K 0.01%
1,051
388
$91K 0.01%
3,105
389
$90K 0.01%
+2,400
390
$90K 0.01%
+3,576
391
$90K 0.01%
7,295
-400
392
$89K 0.01%
915
393
$87K 0.01%
1,844
394
$86K 0.01%
2,310
395
$86K 0.01%
469
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396
$85K 0.01%
2,314
397
$84K 0.01%
203
398
$84K 0.01%
2,225
399
$84K 0.01%
1,846
-100
400
$82K 0.01%
1,782
-1,892