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
926
$3K ﹤0.01%
+98
927
$3K ﹤0.01%
+141
928
$2K ﹤0.01%
391
-11
929
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+13
930
$2K ﹤0.01%
180
931
$2K ﹤0.01%
74
932
$2K ﹤0.01%
500
933
$2K ﹤0.01%
305
934
$2K ﹤0.01%
25
935
$2K ﹤0.01%
+27
936
$2K ﹤0.01%
72
937
$2K ﹤0.01%
82
938
$2K ﹤0.01%
26
939
$2K ﹤0.01%
118
940
$2K ﹤0.01%
+43
941
$2K ﹤0.01%
133
-200
942
$2K ﹤0.01%
100
943
$2K ﹤0.01%
+19
944
$2K ﹤0.01%
30
945
$2K ﹤0.01%
42
-63
946
$2K ﹤0.01%
48
947
$2K ﹤0.01%
18
948
$2K ﹤0.01%
164
949
$2K ﹤0.01%
762
950
$2K ﹤0.01%
+73
36 37
38
39 40