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
$1.18B
AUM Growth
+$68.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,162
New
Increased
Reduced
Closed

Top Buys

1
+$905K
2
+$895K
3
+$821K
4
TD icon
Toronto Dominion Bank
TD
+$734K
5
HON icon
Honeywell
HON
+$732K

Top Sells

1
+$3.95M
2
+$2.24M
3
+$978K
4
XOM icon
Exxon Mobil
XOM
+$847K
5
BNS icon
Scotiabank
BNS
+$734K

Sector Composition

1 Healthcare 13.61%
2 Financials 12.88%
3 Technology 12.78%
4 Industrials 11.93%
5 Consumer Discretionary 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$75K 0.01%
3,517
+38
427
$75K 0.01%
2,574
-625
428
$75K 0.01%
2,504
-5,320
429
$73K 0.01%
1,787
430
$73K 0.01%
1,917
431
$73K 0.01%
7,640
432
$72K 0.01%
970
433
$72K 0.01%
4,600
434
$71K 0.01%
2,024
435
$71K 0.01%
586
436
$71K 0.01%
559
+300
437
$71K 0.01%
1,565
+1,088
438
$70K 0.01%
1,996
-1
439
$70K 0.01%
7,573
+934
440
$70K 0.01%
1,595
+1,459
441
$69K 0.01%
1,037
442
$69K 0.01%
535
443
$68K 0.01%
1,680
+400
444
$66K 0.01%
2,861
+402
445
$65K 0.01%
971
-121
446
$64K 0.01%
888
447
$64K 0.01%
1,181
-25
448
$63K 0.01%
194
449
$63K 0.01%
697
-40
450
$63K 0.01%
1,122
-122
16 17
18
19 20