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
651
$13.1K ﹤0.01%
109
-64
652
$12.8K ﹤0.01%
150
653
$12.8K ﹤0.01%
752
+284
654
$12.6K ﹤0.01%
72
655
$12.6K ﹤0.01%
888
656
$12.5K ﹤0.01%
150
657
$12.5K ﹤0.01%
600
658
$12.4K ﹤0.01%
85
659
$12.4K ﹤0.01%
95
660
$12.3K ﹤0.01%
54
661
$12.3K ﹤0.01%
229
+149
662
$12K ﹤0.01%
157
663
$12K ﹤0.01%
+400
664
$12K ﹤0.01%
300
665
$11.9K ﹤0.01%
198
666
$11.9K ﹤0.01%
500
667
$11.9K ﹤0.01%
86
668
$11.7K ﹤0.01%
185
669
$11.6K ﹤0.01%
142
670
$11.6K ﹤0.01%
100
671
$11.5K ﹤0.01%
272
-228
672
$11.4K ﹤0.01%
42
673
$11.3K ﹤0.01%
996
674
$11.3K ﹤0.01%
104
675
$11.2K ﹤0.01%
58
-50
25 26
27
28 29