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
526
$31K ﹤0.01%
800
527
$30K ﹤0.01%
800
528
$30K ﹤0.01%
215
529
$30K ﹤0.01%
258
530
$30K ﹤0.01%
500
-475
531
$30K ﹤0.01%
300
532
$30K ﹤0.01%
464
533
$29K ﹤0.01%
642
534
$29K ﹤0.01%
294
535
$29K ﹤0.01%
465
536
$29K ﹤0.01%
392
537
$29K ﹤0.01%
+1,352
538
$28K ﹤0.01%
978
+900
539
$28K ﹤0.01%
372
540
$28K ﹤0.01%
465
-55
541
$28K ﹤0.01%
1,000
542
$28K ﹤0.01%
350
543
$27K ﹤0.01%
668
+68
544
$27K ﹤0.01%
1,650
545
$27K ﹤0.01%
197
546
$27K ﹤0.01%
+855
547
$27K ﹤0.01%
294
548
$26K ﹤0.01%
1,600
549
$26K ﹤0.01%
364
550
$25K ﹤0.01%
500
20 21
22
23 24