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
626
$15.2K ﹤0.01%
98
627
$15.1K ﹤0.01%
27
+5
628
$14.9K ﹤0.01%
635
629
$14.9K ﹤0.01%
270
630
$14.9K ﹤0.01%
+210
631
$14.6K ﹤0.01%
+300
632
$14.6K ﹤0.01%
155
+65
633
$14.4K ﹤0.01%
900
634
$14.4K ﹤0.01%
746
635
$14.4K ﹤0.01%
231
636
$14.4K ﹤0.01%
1,350
637
$14.1K ﹤0.01%
2,300
638
$14.1K ﹤0.01%
80
639
$14K ﹤0.01%
1,441
640
$13.8K ﹤0.01%
62
641
$13.6K ﹤0.01%
109
642
$13.6K ﹤0.01%
71
643
$13.4K ﹤0.01%
898
644
$13.4K ﹤0.01%
750
645
$13.3K ﹤0.01%
421
646
$13.3K ﹤0.01%
170
-26
647
$13.2K ﹤0.01%
1,102
648
$13.2K ﹤0.01%
44
649
$13.2K ﹤0.01%
150
650
$13.2K ﹤0.01%
850