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
726
$7.27K ﹤0.01%
110
727
$7.18K ﹤0.01%
15
728
$7.17K ﹤0.01%
100
729
$7.06K ﹤0.01%
180
730
$6.99K ﹤0.01%
64
731
$6.86K ﹤0.01%
300
732
$6.84K ﹤0.01%
141
733
$6.8K ﹤0.01%
191
734
$6.68K ﹤0.01%
350
735
$6.63K ﹤0.01%
131
736
$6.63K ﹤0.01%
137
737
$6.51K ﹤0.01%
200
-235
738
$6.41K ﹤0.01%
127
739
$6.37K ﹤0.01%
45
740
$6.31K ﹤0.01%
27
741
$6.26K ﹤0.01%
55
742
$6.02K ﹤0.01%
140
743
$5.94K ﹤0.01%
72
744
$5.92K ﹤0.01%
+61
745
$5.85K ﹤0.01%
25
+7
746
$5.83K ﹤0.01%
105
747
$5.79K ﹤0.01%
168
748
$5.77K ﹤0.01%
100
749
$5.74K ﹤0.01%
35
750
$5.68K ﹤0.01%
306
+100
28 29
30
31 32