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
451
$64.9K ﹤0.01%
300
452
$64.9K ﹤0.01%
333
453
$64.8K ﹤0.01%
362
-15
454
$64.7K ﹤0.01%
2,000
455
$64.5K ﹤0.01%
900
456
$64.4K ﹤0.01%
1,068
457
$64.4K ﹤0.01%
2,156
+1,650
458
$64.3K ﹤0.01%
2,250
459
$64.2K ﹤0.01%
2,335
460
$64.2K ﹤0.01%
2,030
-292
461
$63.6K ﹤0.01%
1,172
462
$62.5K ﹤0.01%
+1,050
463
$62.3K ﹤0.01%
753
+45
464
$61.7K ﹤0.01%
1,932
+755
465
$61.3K ﹤0.01%
280
466
$60.2K ﹤0.01%
2,750
467
$59.3K ﹤0.01%
282
468
$58.8K ﹤0.01%
604
-89
469
$58.7K ﹤0.01%
900
470
$56.8K ﹤0.01%
627
471
$56.7K ﹤0.01%
172
472
$56.4K ﹤0.01%
1,151
473
$55K ﹤0.01%
225
474
$54.5K ﹤0.01%
2,703
475
$53.5K ﹤0.01%
385
17 18
19
20 21