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
601
$16K ﹤0.01%
1,150
602
$16K ﹤0.01%
330
603
$16K ﹤0.01%
534
604
$16K ﹤0.01%
200
605
$16K ﹤0.01%
1,324
-1,804
606
$16K ﹤0.01%
+190
607
$16K ﹤0.01%
131
-250
608
$16K ﹤0.01%
262
609
$15K ﹤0.01%
184
+35
610
$15K ﹤0.01%
425
-1,522
611
$15K ﹤0.01%
15
612
$15K ﹤0.01%
384
613
$15K ﹤0.01%
247
-128
614
$15K ﹤0.01%
394
615
$15K ﹤0.01%
1,550
616
$15K ﹤0.01%
1,043
617
$15K ﹤0.01%
190
-85
618
$15K ﹤0.01%
650
619
$14K ﹤0.01%
160
620
$14K ﹤0.01%
200
621
$14K ﹤0.01%
20
622
$14K ﹤0.01%
312
-220
623
$14K ﹤0.01%
888
624
$14K ﹤0.01%
283
625
$14K ﹤0.01%
109