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
601
$18.3K ﹤0.01%
200
602
$18K ﹤0.01%
+800
603
$17.8K ﹤0.01%
86
604
$17.7K ﹤0.01%
120
605
$17.7K ﹤0.01%
50
606
$17.7K ﹤0.01%
1,000
607
$17.6K ﹤0.01%
250
608
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168
609
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160
610
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500
611
$17.2K ﹤0.01%
816
612
$17.2K ﹤0.01%
+550
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$17.2K ﹤0.01%
1,000
614
$17.2K ﹤0.01%
100
615
$17K ﹤0.01%
158
616
$17K ﹤0.01%
+1,050
617
$16.7K ﹤0.01%
455
-85
618
$16.4K ﹤0.01%
233
619
$16.4K ﹤0.01%
302
620
$15.8K ﹤0.01%
624
621
$15.8K ﹤0.01%
183
622
$15.6K ﹤0.01%
310
623
$15.3K ﹤0.01%
47
624
$15.3K ﹤0.01%
1,600
625
$15.2K ﹤0.01%
246