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
551
$27.7K ﹤0.01%
76
552
$27.5K ﹤0.01%
520
553
$27.3K ﹤0.01%
322
554
$27.2K ﹤0.01%
135
555
$26.4K ﹤0.01%
440
+340
556
$26.4K ﹤0.01%
+490
557
$26.2K ﹤0.01%
500
558
$26.2K ﹤0.01%
570
+415
559
$26.1K ﹤0.01%
555
560
$26.1K ﹤0.01%
300
561
$25.5K ﹤0.01%
+745
562
$25.5K ﹤0.01%
2,022
+140
563
$24.9K ﹤0.01%
877
+100
564
$24.8K ﹤0.01%
1,629
565
$24.6K ﹤0.01%
925
-545
566
$23.9K ﹤0.01%
120
567
$23.8K ﹤0.01%
1,280
568
$23.6K ﹤0.01%
210
569
$23.5K ﹤0.01%
+630
570
$23.3K ﹤0.01%
600
571
$23K ﹤0.01%
+1,180
572
$22.7K ﹤0.01%
245
573
$22.6K ﹤0.01%
100
574
$22.4K ﹤0.01%
203
-6
575
$22.3K ﹤0.01%
600
21 22
23
24 25