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
376
$114K 0.01%
3,045
377
$114K 0.01%
450
378
$111K 0.01%
1,347
-112
379
$109K 0.01%
151
380
$108K 0.01%
2,200
381
$107K 0.01%
2,000
382
$107K 0.01%
213
-14
383
$106K 0.01%
731
+11
384
$106K 0.01%
574
-68
385
$105K 0.01%
2,125
386
$105K 0.01%
1,200
387
$103K 0.01%
1,440
+43
388
$103K 0.01%
1,023
+31
389
$101K 0.01%
1,000
390
$101K 0.01%
1,330
391
$100K 0.01%
1,802
-590
392
$100K 0.01%
1,020
393
$100K 0.01%
4,525
+1,400
394
$99.9K 0.01%
2,464
+520
395
$99.8K 0.01%
1,876
396
$98.4K 0.01%
840
397
$97.3K 0.01%
320
398
$96.5K 0.01%
878
399
$95.1K 0.01%
299
+184
400
$94.8K 0.01%
+298
14 15
16
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