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
601
$18K ﹤0.01%
+400
602
$18K ﹤0.01%
+1,441
603
$18K ﹤0.01%
293
604
$18K ﹤0.01%
118
-30
605
$18K ﹤0.01%
363
606
$18K ﹤0.01%
+1,350
607
$18K ﹤0.01%
86
608
$18K ﹤0.01%
2,400
609
$18K ﹤0.01%
100
610
$18K ﹤0.01%
300
611
$18K ﹤0.01%
133
612
$18K ﹤0.01%
700
613
$17K ﹤0.01%
300
-200
614
$17K ﹤0.01%
190
615
$17K ﹤0.01%
2,747
616
$17K ﹤0.01%
190
617
$17K ﹤0.01%
+320
618
$17K ﹤0.01%
58
619
$17K ﹤0.01%
250
-250
620
$17K ﹤0.01%
3,100
621
$17K ﹤0.01%
300
622
$17K ﹤0.01%
452
623
$17K ﹤0.01%
394
624
$17K ﹤0.01%
454
-212
625
$17K ﹤0.01%
775
-3,730
23 24
25
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