TCOV

Trust Company of Vermont Portfolio holdings

AUM $2.3B
1-Year Est. Return 16.02%
This Quarter Est. Return
1 Year Est. Return
+16.02%
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
851
$6K ﹤0.01%
200
852
$6K ﹤0.01%
104
853
$6K ﹤0.01%
226
+52
854
$5K ﹤0.01%
220
855
$5K ﹤0.01%
78
856
$5K ﹤0.01%
234
857
$5K ﹤0.01%
115
858
$5K ﹤0.01%
158
-139
859
$5K ﹤0.01%
+41
860
$5K ﹤0.01%
265
861
$5K ﹤0.01%
363
862
$5K ﹤0.01%
125
863
$5K ﹤0.01%
862
-1,000
864
$5K ﹤0.01%
357
865
$5K ﹤0.01%
43
866
$5K ﹤0.01%
220
867
$5K ﹤0.01%
128
868
$5K ﹤0.01%
108
869
$5K ﹤0.01%
+35
870
$5K ﹤0.01%
139
871
$5K ﹤0.01%
125
872
$5K ﹤0.01%
175
873
$5K ﹤0.01%
500
874
$5K ﹤0.01%
111
875
$5K ﹤0.01%
1,000
33 34
35
36 37