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
676
$11.1K ﹤0.01%
28
677
$11.1K ﹤0.01%
200
678
$11K ﹤0.01%
400
-320
679
$11K ﹤0.01%
1,000
680
$10.9K ﹤0.01%
134
681
$10.9K ﹤0.01%
152
682
$10.8K ﹤0.01%
380
683
$10.8K ﹤0.01%
135
-183
684
$10.7K ﹤0.01%
106
685
$10.7K ﹤0.01%
200
686
$10.7K ﹤0.01%
622
-100
687
$10.6K ﹤0.01%
1,300
688
$10.4K ﹤0.01%
141
689
$10.3K ﹤0.01%
73
690
$10.3K ﹤0.01%
71
691
$10.2K ﹤0.01%
158
692
$10.1K ﹤0.01%
300
693
$10.1K ﹤0.01%
51
-37
694
$9.86K ﹤0.01%
150
695
$9.73K ﹤0.01%
100
696
$9.72K ﹤0.01%
100
697
$9.58K ﹤0.01%
194
698
$9.57K ﹤0.01%
300
699
$9.29K ﹤0.01%
80
-48
700
$9.25K ﹤0.01%
150
26 27
28
29 30