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
401
$94.4K 0.01%
900
402
$94K 0.01%
1,561
-919
403
$93.9K 0.01%
1,383
-345
404
$93.3K 0.01%
1,865
+75
405
$92.7K 0.01%
1,151
406
$90.6K 0.01%
1,049
+47
407
$89.5K 0.01%
2,807
+333
408
$88.9K 0.01%
600
-84
409
$88.3K 0.01%
2,805
+36
410
$87.5K 0.01%
1,038
-135
411
$87.3K 0.01%
2,085
+285
412
$84.1K 0.01%
1,032
413
$83.9K 0.01%
2,211
-750
414
$83.4K 0.01%
+2,048
415
$81.8K 0.01%
+2,694
416
$81.5K 0.01%
1,208
417
$81.3K 0.01%
175
+25
418
$81.2K 0.01%
1,650
419
$80.4K 0.01%
1,401
420
$79.6K 0.01%
478
-30
421
$78K 0.01%
4,455
+3,605
422
$77K 0.01%
1,400
423
$76.8K 0.01%
500
424
$76.3K 0.01%
1,485
425
$76.2K 0.01%
800
15 16
17
18 19