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
651
$11K ﹤0.01%
800
652
$11K ﹤0.01%
183
653
$11K ﹤0.01%
327
654
$11K ﹤0.01%
200
655
$11K ﹤0.01%
1,862
+1,000
656
$11K ﹤0.01%
153
-65
657
$11K ﹤0.01%
300
658
$11K ﹤0.01%
126
+26
659
$11K ﹤0.01%
81
-17
660
$11K ﹤0.01%
63
-15
661
$11K ﹤0.01%
+350
662
$11K ﹤0.01%
208
-42
663
$11K ﹤0.01%
218
664
$10K ﹤0.01%
185
-100
665
$10K ﹤0.01%
468
666
$10K ﹤0.01%
300
-226
667
$10K ﹤0.01%
224
668
$10K ﹤0.01%
250
669
$10K ﹤0.01%
300
670
$10K ﹤0.01%
104
-104
671
$10K ﹤0.01%
42
672
$10K ﹤0.01%
200
-12
673
$9K ﹤0.01%
900
674
$9K ﹤0.01%
273
-133
675
$9K ﹤0.01%
19
-9
25 26
27
28 29