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
276
$274K 0.02%
3,570
277
$273K 0.02%
9,309
-200
278
$271K 0.02%
680
+105
279
$269K 0.02%
2,723
+1,215
280
$268K 0.02%
913
281
$267K 0.02%
6,283
-445
282
$266K 0.02%
1,601
-53
283
$264K 0.02%
2,047
-17
284
$261K 0.02%
1,951
-75
285
$260K 0.02%
14,201
286
$256K 0.02%
3,325
287
$255K 0.02%
5,434
-68
288
$253K 0.02%
2,778
289
$249K 0.02%
2,720
290
$244K 0.02%
1,967
291
$240K 0.02%
1,147
292
$239K 0.02%
13,356
-2,731
293
$236K 0.02%
1,724
+61
294
$236K 0.02%
3,874
-474
295
$231K 0.02%
2,357
+905
296
$219K 0.02%
964
+140
297
$219K 0.02%
887
+272
298
$218K 0.02%
1,900
+108
299
$212K 0.01%
5,200
300
$212K 0.01%
4,350
+2,575
10 11
12
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