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
576
$22K ﹤0.01%
1,878
-456
577
$22K ﹤0.01%
+276
578
$22K ﹤0.01%
498
-45
579
$21K ﹤0.01%
425
580
$21K ﹤0.01%
1,043
581
$21K ﹤0.01%
471
582
$21K ﹤0.01%
360
583
$21K ﹤0.01%
656
584
$21K ﹤0.01%
514
585
$20K ﹤0.01%
300
586
$20K ﹤0.01%
83
587
$20K ﹤0.01%
187
588
$20K ﹤0.01%
700
589
$20K ﹤0.01%
314
-183
590
$20K ﹤0.01%
750
591
$20K ﹤0.01%
836
592
$20K ﹤0.01%
1,010
593
$19K ﹤0.01%
400
594
$19K ﹤0.01%
15
595
$19K ﹤0.01%
872
-242
596
$19K ﹤0.01%
418
597
$19K ﹤0.01%
500
598
$19K ﹤0.01%
+1,000
599
$19K ﹤0.01%
285
600
$18K ﹤0.01%
+400
22 23
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