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
$1.16B
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,092
New
Increased
Reduced
Closed

Top Buys

1
+$1.65M
2
+$1M
3
+$966K
4
VZ icon
Verizon
VZ
+$881K
5
CVS icon
CVS Health
CVS
+$822K

Top Sells

1
+$2.43M
2
+$1.51M
3
+$991K
4
CELG
Celgene Corp
CELG
+$851K
5
ABBV icon
AbbVie
ABBV
+$830K

Sector Composition

1 Healthcare 13.57%
2 Technology 12.99%
3 Financials 12.52%
4 Industrials 11.51%
5 Consumer Staples 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$73K 0.01%
8,361
-5,726
402
$73K 0.01%
1,051
+949
403
$71K 0.01%
268
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523
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405
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203
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406
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407
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939
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945
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559
410
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1,348
-112
411
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1,114
412
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2,700
413
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414
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845
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416
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417
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418
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420
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421
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422
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2,202
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423
$64K 0.01%
816
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424
$63K 0.01%
2,705
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425
$62K 0.01%
1,514
-525
15 16
17
18 19