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
576
$22.3K ﹤0.01%
320
+150
577
$22K ﹤0.01%
107
578
$22K ﹤0.01%
132
579
$21.5K ﹤0.01%
194
580
$21.4K ﹤0.01%
1,000
581
$21.4K ﹤0.01%
232
582
$21.2K ﹤0.01%
425
583
$21.1K ﹤0.01%
4,000
584
$21K ﹤0.01%
703
585
$20.6K ﹤0.01%
150
586
$20.3K ﹤0.01%
201
587
$19.9K ﹤0.01%
+400
588
$19.9K ﹤0.01%
100
589
$19.9K ﹤0.01%
626
+285
590
$19.7K ﹤0.01%
555
+132
591
$19.7K ﹤0.01%
24
+2
592
$19.6K ﹤0.01%
95
593
$19.5K ﹤0.01%
179
594
$19.5K ﹤0.01%
84
595
$19K ﹤0.01%
250
596
$18.9K ﹤0.01%
82
597
$18.8K ﹤0.01%
131
-125
598
$18.8K ﹤0.01%
42
-10
599
$18.6K ﹤0.01%
220
600
$18.4K ﹤0.01%
467