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
751
$5K ﹤0.01%
323
-323
752
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43
753
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754
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-57
755
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560
756
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757
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139
758
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759
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104
760
$4K ﹤0.01%
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761
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762
$4K ﹤0.01%
17
763
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+33
764
$4K ﹤0.01%
101
-3
765
$4K ﹤0.01%
66
766
$4K ﹤0.01%
91
-2,084
767
$4K ﹤0.01%
265
768
$4K ﹤0.01%
40
769
$4K ﹤0.01%
+51
770
$4K ﹤0.01%
1,000
771
$4K ﹤0.01%
100
772
$4K ﹤0.01%
+169
773
$4K ﹤0.01%
+270
774
$4K ﹤0.01%
300
-2,174
775
$4K ﹤0.01%
65
29 30
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32 33