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
551
$25K ﹤0.01%
100
552
$25K ﹤0.01%
548
+164
553
$25K ﹤0.01%
575
554
$25K ﹤0.01%
+620
555
$24K ﹤0.01%
244
556
$24K ﹤0.01%
150
557
$24K ﹤0.01%
737
558
$24K ﹤0.01%
1,000
559
$24K ﹤0.01%
310
560
$24K ﹤0.01%
90
561
$24K ﹤0.01%
151
562
$24K ﹤0.01%
150
563
$24K ﹤0.01%
1,000
564
$23K ﹤0.01%
20
565
$23K ﹤0.01%
315
566
$23K ﹤0.01%
1,588
567
$23K ﹤0.01%
400
-1,000
568
$23K ﹤0.01%
250
569
$23K ﹤0.01%
207
570
$22K ﹤0.01%
1,456
+368
571
$22K ﹤0.01%
800
572
$22K ﹤0.01%
1,431
-1,960
573
$22K ﹤0.01%
344
574
$22K ﹤0.01%
762
-50
575
$22K ﹤0.01%
1,276
-171
21 22
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