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
526
$35.4K ﹤0.01%
580
527
$34.5K ﹤0.01%
300
528
$34.4K ﹤0.01%
337
529
$34.1K ﹤0.01%
175
530
$34.1K ﹤0.01%
1,747
531
$34.1K ﹤0.01%
850
532
$34K ﹤0.01%
1,570
-919
533
$33.8K ﹤0.01%
500
534
$33.6K ﹤0.01%
641
+600
535
$33.1K ﹤0.01%
325
536
$31.7K ﹤0.01%
340
-56
537
$30.8K ﹤0.01%
220
538
$30.8K ﹤0.01%
67
539
$30.7K ﹤0.01%
150
540
$30.7K ﹤0.01%
902
541
$30.5K ﹤0.01%
346
542
$30.4K ﹤0.01%
150
-23
543
$29.9K ﹤0.01%
930
544
$29.8K ﹤0.01%
50
545
$29.5K ﹤0.01%
500
546
$29.5K ﹤0.01%
403
+74
547
$28.9K ﹤0.01%
202
548
$28.4K ﹤0.01%
2,012
549
$28.2K ﹤0.01%
1,000
550
$28.1K ﹤0.01%
733
20 21
22
23 24