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
701
$9.21K ﹤0.01%
167
702
$9.17K ﹤0.01%
92
-48
703
$9.12K ﹤0.01%
100
704
$8.83K ﹤0.01%
+400
705
$8.74K ﹤0.01%
275
706
$8.68K ﹤0.01%
128
707
$8.59K ﹤0.01%
200
708
$8.56K ﹤0.01%
92
-70
709
$8.56K ﹤0.01%
150
710
$8.39K ﹤0.01%
3,278
711
$8.28K ﹤0.01%
347
712
$8.26K ﹤0.01%
121
713
$8.14K ﹤0.01%
120
714
$7.92K ﹤0.01%
124
715
$7.86K ﹤0.01%
241
716
$7.85K ﹤0.01%
157
-225
717
$7.69K ﹤0.01%
+68
718
$7.67K ﹤0.01%
40
719
$7.64K ﹤0.01%
200
720
$7.63K ﹤0.01%
+108
721
$7.59K ﹤0.01%
200
722
$7.59K ﹤0.01%
134
723
$7.59K ﹤0.01%
94
724
$7.29K ﹤0.01%
553
725
$7.29K ﹤0.01%
50
27 28
29
30 31