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
776
$9K ﹤0.01%
269
777
$9K ﹤0.01%
640
778
$9K ﹤0.01%
94
-394
779
$9K ﹤0.01%
300
780
$9K ﹤0.01%
592
-600
781
$9K ﹤0.01%
220
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782
$9K ﹤0.01%
265
783
$9K ﹤0.01%
137
-28
784
$9K ﹤0.01%
+186
785
$9K ﹤0.01%
327
786
$9K ﹤0.01%
124
787
$9K ﹤0.01%
100
788
$9K ﹤0.01%
97
789
$9K ﹤0.01%
132
790
$9K ﹤0.01%
150
791
$8K ﹤0.01%
90
792
$8K ﹤0.01%
900
793
$8K ﹤0.01%
184
794
$8K ﹤0.01%
150
795
$8K ﹤0.01%
136
796
$8K ﹤0.01%
564
797
$8K ﹤0.01%
179
798
$8K ﹤0.01%
236
799
$8K ﹤0.01%
129
800
$8K ﹤0.01%
368
-50
30 31
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