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
651
$2K ﹤0.01%
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652
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+75
653
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300
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10
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148
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661
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+21
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664
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700
667
$1K ﹤0.01%
15
668
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+25
669
$1K ﹤0.01%
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670
$1K ﹤0.01%
49
671
$1K ﹤0.01%
+57
672
$1K ﹤0.01%
14
673
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66
674
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30
675
$1K ﹤0.01%
44