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
826
$7K ﹤0.01%
200
827
$7K ﹤0.01%
74
-1
828
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79
829
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77
830
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100
831
$6K ﹤0.01%
293
-50
832
$6K ﹤0.01%
218
833
$6K ﹤0.01%
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834
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835
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+215
836
$6K ﹤0.01%
40
837
$6K ﹤0.01%
300
838
$6K ﹤0.01%
134
839
$6K ﹤0.01%
518
840
$6K ﹤0.01%
92
841
$6K ﹤0.01%
46
-4
842
$6K ﹤0.01%
200
843
$6K ﹤0.01%
108
844
$6K ﹤0.01%
250
845
$6K ﹤0.01%
104
846
$6K ﹤0.01%
226
+52
847
$6K ﹤0.01%
1,043
848
$6K ﹤0.01%
220
849
$6K ﹤0.01%
150
850
$6K ﹤0.01%
350
32 33
34
35 36