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
$1.43B
AUM Growth
+$68.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
916
New
Increased
Reduced
Closed

Top Buys

1
+$1.61M
2
+$1.33M
3
+$1.27M
4
AAPL icon
Apple
AAPL
+$1.14M
5
JPM icon
JPMorgan Chase
JPM
+$970K

Top Sells

1
+$6.84M
2
+$3.32M
3
+$1.51M
4
INTC icon
Intel
INTC
+$1.46M
5
BND icon
Vanguard Total Bond Market
BND
+$923K

Sector Composition

1 Technology 20.63%
2 Healthcare 14.39%
3 Financials 13.09%
4 Consumer Discretionary 9.35%
5 Consumer Staples 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$379K 0.03%
248
252
$368K 0.03%
3,140
253
$362K 0.03%
17,787
-1,017
254
$359K 0.03%
3,946
255
$350K 0.02%
2,648
+473
256
$347K 0.02%
2,368
-135
257
$346K 0.02%
11,416
258
$345K 0.02%
1,383
-19
259
$344K 0.02%
2,275
+1,275
260
$342K 0.02%
1,133
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261
$335K 0.02%
6,377
-138
262
$329K 0.02%
12,446
+6,480
263
$322K 0.02%
1,806
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264
$316K 0.02%
3,116
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265
$307K 0.02%
2,343
266
$304K 0.02%
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267
$296K 0.02%
4,236
268
$296K 0.02%
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269
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3,873
-60
270
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4,892
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271
$285K 0.02%
5,853
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272
$284K 0.02%
869
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273
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3,554
-35
274
$277K 0.02%
1,448
+498
275
$274K 0.02%
5,036
-310
9 10
11
12 13