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
$1.25B
AUM Growth
+$41.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,092
New
Increased
Reduced
Closed

Top Buys

1
+$4.09M
2
+$3.41M
3
+$2.55M
4
CVS icon
CVS Health
CVS
+$1.55M
5
PBCT
People's United Financial Inc
PBCT
+$1.44M

Top Sells

1
+$1.64M
2
+$832K
3
+$468K
4
ABBV icon
AbbVie
ABBV
+$443K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$442K

Sector Composition

1 Technology 13.67%
2 Financials 13.33%
3 Healthcare 12.92%
4 Industrials 10.72%
5 Consumer Staples 9.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
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-161
1002
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-43
1003
– –
-101
1004
$0 ﹤0.01%
1,420
1005
$0 ﹤0.01%
19
1006
$0 ﹤0.01%
199
1007
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-150
1008
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-42
1009
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-256
1010
– –
-17
1011
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-63
1012
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-571
1013
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-400
1014
– –
-740
1015
$0 ﹤0.01%
11
1016
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-1,125
1017
– –
-670
1018
$0 ﹤0.01%
20
1019
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-2,550
1020
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1021
$0 ﹤0.01%
300
1022
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-37
1023
$0 ﹤0.01%
200
1024
– –
-1,200
1025
$0 ﹤0.01%
31
38 39 40
41
42