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
551
$25K ﹤0.01%
500
552
$25K ﹤0.01%
100
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%
1,878
-456
571
$22K ﹤0.01%
+276
572
$22K ﹤0.01%
498
-45
573
$22K ﹤0.01%
1,456
+368
574
$22K ﹤0.01%
800
575
$22K ﹤0.01%
1,431
-1,960
21 22
23
24 25