TCOV
Trust Company of Vermont Portfolio holdings
AUM
$2.12B
1-Year Return
16.19%
This Quarter Return
+7.51%
1 Year Return
+16.19%
3 Year Return
+64.62%
5 Year Return
+115.21%
10 Year Return
+268.81%
AUM
$1.18B
AUM Growth
+$68.3M
(+6.1%)
Cap. Flow
-$7.04M
Cap. Flow
% of AUM
-0.59%
Top 10 Holdings %
Top 10 Hldgs %
20.9%
Holding
1,162
New
74
Increased
183
Reduced
261
Closed
76
Top Buys
| 1 |
CVS Health
CVS
|
$905K |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$895K |
| 3 |
Constellation Brands
STZ
|
$821K |
| 4 |
Toronto Dominion Bank
TD
|
$734K |
| 5 |
Honeywell
HON
|
$732K |
Top Sells
Sector Composition
| 1 | Healthcare | 13.61% |
| 2 | Financials | 12.88% |
| 3 | Technology | 12.78% |
| 4 | Industrials | 11.93% |
| 5 | Consumer Discretionary | 8.56% |
