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
351
$142K 0.01%
1,270
-85
352
$142K 0.01%
11,350
353
$142K 0.01%
2,852
-46
354
$139K 0.01%
1,568
+43
355
$137K 0.01%
2,415
-180
356
$135K 0.01%
905
+405
357
$135K 0.01%
428
-21
358
$134K 0.01%
3,947
+16
359
$134K 0.01%
1,000
360
$133K 0.01%
374
-45
361
$132K 0.01%
3,020
+1,145
362
$131K 0.01%
935
-154
363
$130K 0.01%
413
364
$128K 0.01%
1,300
365
$127K 0.01%
7,974
-200
366
$125K 0.01%
2,094
+69
367
$123K 0.01%
539
+28
368
$123K 0.01%
1,671
-648
369
$123K 0.01%
839
370
$122K 0.01%
2,000
371
$122K 0.01%
2,056
-1,385
372
$122K 0.01%
425
373
$119K 0.01%
1,500
374
$116K 0.01%
1,161
-1,575
375
$115K 0.01%
1,081
13 14
15
16 17