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
301
$210K 0.01%
3,135
+1,559
302
$209K 0.01%
1,258
-36
303
$209K 0.01%
930
-20
304
$209K 0.01%
2,215
+2,115
305
$203K 0.01%
1,625
-251
306
$201K 0.01%
2,759
+10
307
$200K 0.01%
1,017
308
$195K 0.01%
1,657
+57
309
$194K 0.01%
+4,866
310
$194K 0.01%
1,446
+466
311
$191K 0.01%
724
-34
312
$191K 0.01%
2,931
+297
313
$187K 0.01%
7,674
314
$185K 0.01%
420
-36
315
$182K 0.01%
1,976
-150
316
$181K 0.01%
4,488
-479
317
$181K 0.01%
1,111
-92
318
$179K 0.01%
3,089
+242
319
$178K 0.01%
1,230
-42
320
$178K 0.01%
5,200
-1,600
321
$177K 0.01%
6,000
322
$176K 0.01%
10,094
323
$171K 0.01%
1,512
-59
324
$171K 0.01%
3,809
+2,835
325
$170K 0.01%
2,679
-195
11 12
13
14 15