TCOV

Trust Company of Vermont Portfolio holdings

AUM $2.4B
1-Year Est. Return 18.75%
This Quarter Est. Return
1 Year Est. Return
+18.75%
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
601
$18K ﹤0.01%
+1,441
602
$18K ﹤0.01%
1,150
603
$18K ﹤0.01%
86
604
$18K ﹤0.01%
293
605
$18K ﹤0.01%
118
-30
606
$18K ﹤0.01%
363
607
$18K ﹤0.01%
+1,350
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%
58
614
$17K ﹤0.01%
300
615
$17K ﹤0.01%
1,324
616
$17K ﹤0.01%
300
-200
617
$17K ﹤0.01%
190
618
$17K ﹤0.01%
3,100
619
$17K ﹤0.01%
2,747
620
$17K ﹤0.01%
190
621
$17K ﹤0.01%
+320
622
$17K ﹤0.01%
650
623
$17K ﹤0.01%
250
-250
624
$17K ﹤0.01%
452
625
$17K ﹤0.01%
394
23 24
25
26 27