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
$1.25B
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
$0 ﹤0.01%
31
1002
-250
1003
-72
1004
$0 ﹤0.01%
82
1005
-18
1006
-500
1007
$0 ﹤0.01%
10
1008
-19
1009
-400
1010
-200
1011
$0 ﹤0.01%
50
1012
-21
1013
-21
1014
-700
1015
-8,500
1016
-3,911
1017
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1018
-43
1019
-101
1020
$0 ﹤0.01%
1,420
1021
$0 ﹤0.01%
19
1022
$0 ﹤0.01%
300
1023
$0 ﹤0.01%
199
1024
-150
1025
-37