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
801
$1.58K ﹤0.01%
60
802
$1.58K ﹤0.01%
+15
803
$1.53K ﹤0.01%
200
804
$1.45K ﹤0.01%
63
805
$1.37K ﹤0.01%
8
806
$1.36K ﹤0.01%
164
807
$1.33K ﹤0.01%
95
-179
808
$1.31K ﹤0.01%
10
809
$1K ﹤0.01%
20
810
$933 ﹤0.01%
190
811
$903 ﹤0.01%
11
812
$872 ﹤0.01%
6
813
$805 ﹤0.01%
13
814
$781 ﹤0.01%
14
815
$743 ﹤0.01%
11
816
$654 ﹤0.01%
100
817
$645 ﹤0.01%
28
818
$557 ﹤0.01%
5
819
$540 ﹤0.01%
400
820
$526 ﹤0.01%
3
821
$523 ﹤0.01%
75
822
$480 ﹤0.01%
82
823
$477 ﹤0.01%
300
824
$473 ﹤0.01%
50
825
$469 ﹤0.01%
40
31 32
33
34 35