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
501
$44.3K ﹤0.01%
600
502
$44.2K ﹤0.01%
340
503
$44.1K ﹤0.01%
1,160
504
$43.6K ﹤0.01%
+2,050
505
$43K ﹤0.01%
1,244
-250
506
$42.9K ﹤0.01%
+201
507
$42.9K ﹤0.01%
1,500
508
$42.9K ﹤0.01%
1,600
509
$42.5K ﹤0.01%
218
-68
510
$42.5K ﹤0.01%
+650
511
$42.5K ﹤0.01%
730
512
$42K ﹤0.01%
1,835
-283
513
$42K ﹤0.01%
4,000
514
$41.9K ﹤0.01%
870
515
$40.6K ﹤0.01%
+300
516
$40.5K ﹤0.01%
500
-500
517
$40.1K ﹤0.01%
366
-47
518
$39K ﹤0.01%
+3,480
519
$38.2K ﹤0.01%
2,019
520
$37.5K ﹤0.01%
269
521
$36.9K ﹤0.01%
1,320
522
$36.3K ﹤0.01%
760
523
$35.9K ﹤0.01%
400
524
$35.9K ﹤0.01%
566
525
$35.5K ﹤0.01%
3,355
19 20
21
22 23