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
676
$9K ﹤0.01%
400
677
$9K ﹤0.01%
137
678
$9K ﹤0.01%
186
679
$9K ﹤0.01%
236
680
$9K ﹤0.01%
189
-1,211
681
$9K ﹤0.01%
200
-43
682
$9K ﹤0.01%
185
-75
683
$9K ﹤0.01%
73
684
$9K ﹤0.01%
48
+13
685
$9K ﹤0.01%
400
686
$9K ﹤0.01%
200
687
$9K ﹤0.01%
120
-120
688
$9K ﹤0.01%
150
689
$9K ﹤0.01%
500
690
$8K ﹤0.01%
112
-38
691
$8K ﹤0.01%
150
692
$8K ﹤0.01%
59
-19
693
$8K ﹤0.01%
56
-20
694
$8K ﹤0.01%
1,000
695
$8K ﹤0.01%
70
-27
696
$8K ﹤0.01%
237
-137
697
$8K ﹤0.01%
48
-20
698
$8K ﹤0.01%
20
-20
699
$8K ﹤0.01%
280
700
$8K ﹤0.01%
176
-334
26 27
28
29 30