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
401
$82K 0.01%
2,400
-60
402
$81K 0.01%
902
+57
403
$81K 0.01%
1,380
+170
404
$81K 0.01%
843
+27
405
$79K 0.01%
2,842
406
$78K 0.01%
1,232
407
$78K 0.01%
941
408
$78K 0.01%
644
409
$76K 0.01%
523
410
$75K 0.01%
1,016
-245
411
$75K 0.01%
8,153
412
$75K 0.01%
3,028
-3,344
413
$74K 0.01%
1,534
-646
414
$74K 0.01%
1,300
415
$74K 0.01%
1,621
416
$73K 0.01%
800
417
$72K 0.01%
2,966
418
$71K 0.01%
1,514
-300
419
$70K 0.01%
2,351
420
$70K 0.01%
1,700
+800
421
$69K 0.01%
550
-50
422
$69K 0.01%
5,000
423
$68K 0.01%
1,677
-2,314
424
$68K 0.01%
2,472
425
$68K 0.01%
939
-33