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
476
$53.1K ﹤0.01%
+2,350
477
$52.5K ﹤0.01%
1,000
478
$51.7K ﹤0.01%
625
-355
479
$51.4K ﹤0.01%
1,020
480
$50.8K ﹤0.01%
244
481
$50.7K ﹤0.01%
+1,591
482
$50.5K ﹤0.01%
500
483
$50.3K ﹤0.01%
1,050
484
$50.2K ﹤0.01%
361
-55
485
$49.9K ﹤0.01%
1,050
486
$49.3K ﹤0.01%
600
487
$49.2K ﹤0.01%
1,700
488
$48.1K ﹤0.01%
100
489
$48K ﹤0.01%
300
490
$48K ﹤0.01%
1,500
491
$47K ﹤0.01%
+685
492
$46.8K ﹤0.01%
1,387
493
$46.5K ﹤0.01%
2,150
494
$46.3K ﹤0.01%
650
495
$45.7K ﹤0.01%
300
496
$45.6K ﹤0.01%
67
497
$45.4K ﹤0.01%
548
498
$44.5K ﹤0.01%
409
-81
499
$44.5K ﹤0.01%
700
500
$44.4K ﹤0.01%
186
18 19
20
21 22