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
676
$12K ﹤0.01%
250
-12
677
$12K ﹤0.01%
412
678
$12K ﹤0.01%
102
679
$12K ﹤0.01%
700
-100
680
$12K ﹤0.01%
200
681
$12K ﹤0.01%
912
682
$12K ﹤0.01%
63
683
$12K ﹤0.01%
+1,146
684
$12K ﹤0.01%
2,000
685
$11K ﹤0.01%
200
686
$11K ﹤0.01%
300
687
$11K ﹤0.01%
330
688
$11K ﹤0.01%
183
689
$11K ﹤0.01%
500
690
$11K ﹤0.01%
62
+28
691
$11K ﹤0.01%
104
692
$11K ﹤0.01%
442
693
$11K ﹤0.01%
73
694
$11K ﹤0.01%
122
+21
695
$11K ﹤0.01%
200
696
$11K ﹤0.01%
208
697
$11K ﹤0.01%
262
698
$11K ﹤0.01%
250
699
$11K ﹤0.01%
900
700
$11K ﹤0.01%
468
26 27
28
29 30