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
426
$67K 0.01%
+2,500
427
$66K 0.01%
800
-7
428
$66K 0.01%
257
429
$66K 0.01%
2,084
430
$65K 0.01%
722
431
$65K 0.01%
2,810
+440
432
$64K 0.01%
2,024
433
$63K 0.01%
2,700
434
$63K 0.01%
7,640
435
$63K 0.01%
1,750
436
$61K ﹤0.01%
+1,652
437
$61K ﹤0.01%
2,950
+277
438
$60K ﹤0.01%
1,383
+35
439
$60K ﹤0.01%
375
440
$60K ﹤0.01%
469
441
$60K ﹤0.01%
+526
442
$58K ﹤0.01%
644
443
$58K ﹤0.01%
+4,000
444
$57K ﹤0.01%
1,270
445
$57K ﹤0.01%
484
446
$57K ﹤0.01%
506
447
$56K ﹤0.01%
310
-8
448
$56K ﹤0.01%
1,200
449
$55K ﹤0.01%
216
450
$54K ﹤0.01%
900