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
451
$54K ﹤0.01%
2,000
452
$54K ﹤0.01%
987
453
$54K ﹤0.01%
2,965
454
$54K ﹤0.01%
1,200
-300
455
$54K ﹤0.01%
561
-15
456
$53K ﹤0.01%
2,223
+751
457
$52K ﹤0.01%
263
458
$52K ﹤0.01%
391
+172
459
$52K ﹤0.01%
3,111
460
$51K ﹤0.01%
640
461
$51K ﹤0.01%
1,000
462
$51K ﹤0.01%
380
463
$50K ﹤0.01%
298
+57
464
$50K ﹤0.01%
2,886
465
$50K ﹤0.01%
331
466
$50K ﹤0.01%
3,375
467
$49K ﹤0.01%
783
468
$49K ﹤0.01%
1,500
469
$49K ﹤0.01%
+615
470
$49K ﹤0.01%
293
471
$48K ﹤0.01%
5,684
472
$47K ﹤0.01%
4,059
-100
473
$47K ﹤0.01%
1,245
474
$46K ﹤0.01%
245
475
$46K ﹤0.01%
869
-70
17 18
19
20 21