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
$545M
AUM Growth
+$33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
782
New
Increased
Reduced
Closed

Top Buys

1 +$764K
2 +$732K
3 +$605K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$558K
5
T icon
AT&T
T
+$531K

Top Sells

1 +$756K
2 +$462K
3 +$426K
4
VOD icon
Vodafone
VOD
+$284K
5
PNC icon
PNC Financial Services
PNC
+$170K

Sector Composition

1 Industrials 13.27%
2 Healthcare 12.04%
3 Consumer Staples 11.73%
4 Technology 11.25%
5 Energy 9.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
$9K ﹤0.01%
1,000
577
$9K ﹤0.01%
359
578
$9K ﹤0.01%
147
+43
579
$8K ﹤0.01%
100
-100
580
$8K ﹤0.01%
456
581
$8K ﹤0.01%
200
582
$8K ﹤0.01%
+667
583
$8K ﹤0.01%
224
-362
584
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146
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585
$8K ﹤0.01%
162
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$8K ﹤0.01%
900
587
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350
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+600
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590
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472
591
$8K ﹤0.01%
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300
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128
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595
$7K ﹤0.01%
168
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596
$7K ﹤0.01%
183
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$7K ﹤0.01%
755
598
$7K ﹤0.01%
144
599
$7K ﹤0.01%
175
600
$7K ﹤0.01%
200