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
626
$17K ﹤0.01%
+320
627
$17K ﹤0.01%
650
628
$17K ﹤0.01%
58
629
$16K ﹤0.01%
184
630
$16K ﹤0.01%
533
631
$16K ﹤0.01%
534
632
$16K ﹤0.01%
200
633
$16K ﹤0.01%
533
634
$16K ﹤0.01%
107
635
$16K ﹤0.01%
304
636
$16K ﹤0.01%
349
+320
637
$16K ﹤0.01%
166
638
$16K ﹤0.01%
183
639
$16K ﹤0.01%
165
-40
640
$16K ﹤0.01%
113
641
$15K ﹤0.01%
79
-1,401
642
$15K ﹤0.01%
384
643
$15K ﹤0.01%
93
+34
644
$15K ﹤0.01%
315
645
$15K ﹤0.01%
888
646
$15K ﹤0.01%
300
647
$15K ﹤0.01%
111
-20
648
$14K ﹤0.01%
500
649
$14K ﹤0.01%
508
650
$14K ﹤0.01%
1,550