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
726
$6K ﹤0.01%
388
727
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+100
728
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30
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729
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74
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730
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731
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732
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733
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734
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735
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736
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332
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739
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741
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742
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746
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747
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170
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748
$5K ﹤0.01%
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749
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125
750
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200
-43