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
426
$62K 0.01%
7,640
427
$62K 0.01%
1,750
-48
428
$62K 0.01%
722
429
$62K 0.01%
3,000
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430
$62K 0.01%
4,013
-1,850
431
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+400
432
$59K 0.01%
484
-34
433
$59K 0.01%
500
434
$58K 0.01%
1,210
-80
435
$58K 0.01%
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-317
436
$58K 0.01%
2,965
-165
437
$57K ﹤0.01%
600
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438
$57K ﹤0.01%
500
439
$57K ﹤0.01%
576
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440
$56K ﹤0.01%
2,260
441
$55K ﹤0.01%
2,886
-380
442
$55K ﹤0.01%
460
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443
$54K ﹤0.01%
3,391
-1,209
444
$54K ﹤0.01%
838
-7
445
$54K ﹤0.01%
300
446
$54K ﹤0.01%
1,500
447
$53K ﹤0.01%
216
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448
$52K ﹤0.01%
1,270
449
$51K ﹤0.01%
987
+3
450
$50K ﹤0.01%
1,019
-22
16 17
18
19 20