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
651
$14K ﹤0.01%
1,550
652
$14K ﹤0.01%
963
653
$14K ﹤0.01%
312
654
$14K ﹤0.01%
+334
655
$14K ﹤0.01%
322
656
$14K ﹤0.01%
130
-29
657
$14K ﹤0.01%
155
+88
658
$14K ﹤0.01%
42
659
$14K ﹤0.01%
+300
660
$14K ﹤0.01%
2,000
661
$13K ﹤0.01%
1,100
662
$13K ﹤0.01%
259
663
$13K ﹤0.01%
133
-273
664
$13K ﹤0.01%
879
+40
665
$13K ﹤0.01%
300
666
$13K ﹤0.01%
20
667
$13K ﹤0.01%
1,000
668
$13K ﹤0.01%
109
-22
669
$13K ﹤0.01%
153
670
$13K ﹤0.01%
300
671
$13K ﹤0.01%
126
672
$13K ﹤0.01%
170
-8
673
$13K ﹤0.01%
500
-72
674
$13K ﹤0.01%
265
675
$12K ﹤0.01%
912
25 26
27
28 29