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
451
$50K ﹤0.01%
506
+33
452
$50K ﹤0.01%
2,000
453
$49K ﹤0.01%
383
-39
454
$48K ﹤0.01%
458
-27
455
$47K ﹤0.01%
640
-202
456
$47K ﹤0.01%
259
457
$47K ﹤0.01%
256
-47
458
$46K ﹤0.01%
409
459
$46K ﹤0.01%
293
460
$46K ﹤0.01%
1,780
461
$45K ﹤0.01%
375
-65
462
$45K ﹤0.01%
748
-32
463
$44K ﹤0.01%
+500
464
$44K ﹤0.01%
263
+139
465
$44K ﹤0.01%
500
466
$44K ﹤0.01%
3,111
467
$44K ﹤0.01%
1,160
468
$43K ﹤0.01%
500
+442
469
$43K ﹤0.01%
1,400
470
$43K ﹤0.01%
6,000
471
$42K ﹤0.01%
1,500
+960
472
$42K ﹤0.01%
2,370
-240
473
$42K ﹤0.01%
1,472
-74
474
$41K ﹤0.01%
5,684
475
$40K ﹤0.01%
500
+453
17 18
19
20 21