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
776
$3.17K ﹤0.01%
1,252
777
$3.16K ﹤0.01%
38
778
$3.12K ﹤0.01%
148
779
$2.94K ﹤0.01%
131
780
$2.92K ﹤0.01%
500
781
$2.78K ﹤0.01%
252
782
$2.66K ﹤0.01%
+104
783
$2.6K ﹤0.01%
+38
784
$2.59K ﹤0.01%
100
785
$2.55K ﹤0.01%
384
786
$2.49K ﹤0.01%
200
787
$2.27K ﹤0.01%
70
-1,861
788
$2.21K ﹤0.01%
120
789
$2.08K ﹤0.01%
30
790
$2.03K ﹤0.01%
246
791
$2.01K ﹤0.01%
21
792
$1.93K ﹤0.01%
+65
793
$1.9K ﹤0.01%
200
794
$1.87K ﹤0.01%
+100
795
$1.83K ﹤0.01%
105
796
$1.82K ﹤0.01%
42
+40
797
$1.75K ﹤0.01%
30
798
$1.74K ﹤0.01%
38
799
$1.74K ﹤0.01%
30
-235
800
$1.65K ﹤0.01%
23
-155
30 31
32
33 34