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
876
$5K ﹤0.01%
175
877
$4K ﹤0.01%
44
-35
878
$4K ﹤0.01%
17
879
$4K ﹤0.01%
68
-50
880
$4K ﹤0.01%
+51
881
$4K ﹤0.01%
184
882
$4K ﹤0.01%
58
883
$4K ﹤0.01%
297
+97
884
$4K ﹤0.01%
66
885
$4K ﹤0.01%
176
-288
886
$4K ﹤0.01%
114
887
$4K ﹤0.01%
38
888
$4K ﹤0.01%
40
889
$4K ﹤0.01%
500
890
$4K ﹤0.01%
+93
891
$4K ﹤0.01%
82
892
$4K ﹤0.01%
300
893
$4K ﹤0.01%
+488
894
$4K ﹤0.01%
65
895
$4K ﹤0.01%
62
896
$4K ﹤0.01%
85
897
$4K ﹤0.01%
173
898
$4K ﹤0.01%
82
-80
899
$4K ﹤0.01%
500
900
$4K ﹤0.01%
115
34 35
36
37 38