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
751
$7K ﹤0.01%
200
752
$6K ﹤0.01%
343
753
$6K ﹤0.01%
150
754
$6K ﹤0.01%
115
755
$6K ﹤0.01%
46
756
$6K ﹤0.01%
87
757
$6K ﹤0.01%
232
-210
758
$6K ﹤0.01%
54
759
$6K ﹤0.01%
+60
760
$6K ﹤0.01%
41
761
$6K ﹤0.01%
363
762
$6K ﹤0.01%
388
763
$6K ﹤0.01%
560
764
$6K ﹤0.01%
1,186
+886
765
$6K ﹤0.01%
93
766
$6K ﹤0.01%
1,000
767
$6K ﹤0.01%
125
768
$6K ﹤0.01%
400
-23
769
$6K ﹤0.01%
31
-5
770
$6K ﹤0.01%
94
771
$5K ﹤0.01%
65
772
$5K ﹤0.01%
59
773
$5K ﹤0.01%
1,000
774
$5K ﹤0.01%
1,008
775
$5K ﹤0.01%
135
29 30
31
32 33