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
776
$5K ﹤0.01%
296
777
$5K ﹤0.01%
160
778
$5K ﹤0.01%
57
779
$5K ﹤0.01%
300
780
$5K ﹤0.01%
91
-57
781
$5K ﹤0.01%
170
782
$5K ﹤0.01%
42
-15
783
$5K ﹤0.01%
82
784
$5K ﹤0.01%
194
785
$5K ﹤0.01%
300
786
$5K ﹤0.01%
62
787
$5K ﹤0.01%
30
788
$5K ﹤0.01%
139
789
$4K ﹤0.01%
84
790
$4K ﹤0.01%
33
791
$4K ﹤0.01%
443
792
$4K ﹤0.01%
100
793
$4K ﹤0.01%
15
794
$4K ﹤0.01%
53
+1
795
$4K ﹤0.01%
96
-500
796
$4K ﹤0.01%
45
797
$4K ﹤0.01%
+470
798
$4K ﹤0.01%
77
799
$4K ﹤0.01%
66
800
$4K ﹤0.01%
100
30 31
32
33 34