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
476
$45K ﹤0.01%
748
477
$45K ﹤0.01%
2,000
478
$45K ﹤0.01%
+3,355
479
$45K ﹤0.01%
781
480
$44K ﹤0.01%
423
-883
481
$44K ﹤0.01%
614
-83
482
$43K ﹤0.01%
1,699
-115
483
$43K ﹤0.01%
1,400
-585
484
$42K ﹤0.01%
500
485
$42K ﹤0.01%
1,500
486
$42K ﹤0.01%
458
487
$41K ﹤0.01%
470
488
$41K ﹤0.01%
2,500
489
$41K ﹤0.01%
1,500
-92
490
$40K ﹤0.01%
2,288
491
$39K ﹤0.01%
1,050
492
$39K ﹤0.01%
1,500
493
$38K ﹤0.01%
1,253
494
$38K ﹤0.01%
311
+18
495
$37K ﹤0.01%
497
496
$37K ﹤0.01%
126
+94
497
$37K ﹤0.01%
+700
498
$36K ﹤0.01%
1,025
499
$36K ﹤0.01%
297
500
$36K ﹤0.01%
843