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
726
$8K ﹤0.01%
+1,550
727
$8K ﹤0.01%
79
-26
728
$8K ﹤0.01%
400
729
$8K ﹤0.01%
114
730
$8K ﹤0.01%
112
731
$8K ﹤0.01%
553
732
$8K ﹤0.01%
15
733
$8K ﹤0.01%
48
734
$8K ﹤0.01%
400
735
$7K ﹤0.01%
200
736
$7K ﹤0.01%
127
737
$7K ﹤0.01%
100
738
$7K ﹤0.01%
255
739
$7K ﹤0.01%
58
740
$7K ﹤0.01%
200
741
$7K ﹤0.01%
200
742
$7K ﹤0.01%
146
743
$7K ﹤0.01%
31
-13
744
$7K ﹤0.01%
96
745
$7K ﹤0.01%
350
746
$7K ﹤0.01%
64
+32
747
$7K ﹤0.01%
112
748
$7K ﹤0.01%
26
749
$7K ﹤0.01%
134
750
$7K ﹤0.01%
176
28 29
30
31 32