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
426
$75.9K 0.01%
3,045
427
$74.9K 0.01%
2,988
-12
428
$74.8K 0.01%
2,774
-86
429
$74.2K 0.01%
1,500
430
$73.8K 0.01%
334
431
$73K 0.01%
5,783
-655
432
$73K 0.01%
1,500
433
$73K 0.01%
1,000
434
$72.7K 0.01%
2,807
435
$72.4K 0.01%
1,337
436
$71.5K 0.01%
2,028
-350
437
$70K ﹤0.01%
575
438
$69.1K ﹤0.01%
729
+299
439
$68.6K ﹤0.01%
360
440
$68.5K ﹤0.01%
600
441
$67.8K ﹤0.01%
2,093
442
$67.8K ﹤0.01%
525
-102
443
$66.9K ﹤0.01%
658
444
$66.8K ﹤0.01%
375
445
$66.1K ﹤0.01%
375
446
$65.7K ﹤0.01%
+900
447
$65.5K ﹤0.01%
311
+33
448
$65.2K ﹤0.01%
553
+18
449
$65.1K ﹤0.01%
130
450
$64.9K ﹤0.01%
1,119
16 17
18
19 20