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
$1.18B
AUM Growth
+$68.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,162
New
Increased
Reduced
Closed

Top Buys

1
+$905K
2
+$895K
3
+$821K
4
TD icon
Toronto Dominion Bank
TD
+$734K
5
HON icon
Honeywell
HON
+$732K

Top Sells

1
+$3.95M
2
+$2.24M
3
+$978K
4
XOM icon
Exxon Mobil
XOM
+$847K
5
BNS icon
Scotiabank
BNS
+$734K

Sector Composition

1 Healthcare 13.61%
2 Financials 12.88%
3 Technology 12.78%
4 Industrials 11.93%
5 Consumer Discretionary 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$14K ﹤0.01%
109
702
$14K ﹤0.01%
23
703
$14K ﹤0.01%
+118
704
$14K ﹤0.01%
48
705
$14K ﹤0.01%
961
706
$14K ﹤0.01%
300
707
$14K ﹤0.01%
1,170
708
$14K ﹤0.01%
652
709
$14K ﹤0.01%
88
710
$13K ﹤0.01%
354
+113
711
$13K ﹤0.01%
15
712
$13K ﹤0.01%
750
713
$13K ﹤0.01%
472
+72
714
$13K ﹤0.01%
300
715
$13K ﹤0.01%
171
716
$13K ﹤0.01%
300
717
$13K ﹤0.01%
409
718
$13K ﹤0.01%
36
719
$13K ﹤0.01%
92
720
$13K ﹤0.01%
241
721
$13K ﹤0.01%
496
722
$13K ﹤0.01%
183
-24
723
$12K ﹤0.01%
159
724
$12K ﹤0.01%
268
725
$12K ﹤0.01%
185
27 28
29
30 31