TCOV

Trust Company of Vermont Portfolio holdings

AUM $2.4B
1-Year Est. Return 18.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.8%
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
+$4.06M
2
+$3.32M
3
+$2.61M
4
CVS icon
CVS Health
CVS
+$1.46M
5
PBCT
People's United Financial Inc
PBCT
+$1.44M

Top Sells

1
+$1.66M
2
+$758K
3
+$453K
4
XOM icon
Exxon Mobil
XOM
+$449K
5
WFC icon
Wells Fargo
WFC
+$437K

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
501
$35K ﹤0.01%
+1,832
502
$35K ﹤0.01%
598
+572
503
$35K ﹤0.01%
2,000
504
$35K ﹤0.01%
400
505
$34K ﹤0.01%
459
506
$34K ﹤0.01%
300
507
$34K ﹤0.01%
309
508
$33K ﹤0.01%
255
-100
509
$33K ﹤0.01%
274
510
$33K ﹤0.01%
1,562
-375
511
$33K ﹤0.01%
1,194
512
$33K ﹤0.01%
400
513
$33K ﹤0.01%
119
-2
514
$32K ﹤0.01%
600
515
$32K ﹤0.01%
340
516
$32K ﹤0.01%
333
517
$31K ﹤0.01%
276
518
$31K ﹤0.01%
1,142
-151
519
$31K ﹤0.01%
1,500
520
$31K ﹤0.01%
500
521
$31K ﹤0.01%
382
522
$31K ﹤0.01%
421
-20
523
$31K ﹤0.01%
1,000
524
$31K ﹤0.01%
200
525
$31K ﹤0.01%
278
19 20
21
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