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
751
$6K ﹤0.01%
150
752
$6K ﹤0.01%
363
753
$6K ﹤0.01%
343
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%
388
762
$6K ﹤0.01%
560
763
$6K ﹤0.01%
1,186
+886
764
$6K ﹤0.01%
125
765
$6K ﹤0.01%
400
-23
766
$6K ﹤0.01%
31
-5
767
$6K ﹤0.01%
94
768
$6K ﹤0.01%
1,000
769
$6K ﹤0.01%
93
770
$5K ﹤0.01%
65
771
$5K ﹤0.01%
250
-211
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