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
826
$399 ﹤0.01%
1
827
$303 ﹤0.01%
7
828
$243 ﹤0.01%
26
829
$236 ﹤0.01%
+1
830
$224 ﹤0.01%
20
831
$155 ﹤0.01%
1
832
$135 ﹤0.01%
1
833
$132 ﹤0.01%
6
-2
834
$115 ﹤0.01%
2
835
$110 ﹤0.01%
10
836
$108 ﹤0.01%
2
837
$106 ﹤0.01%
1
838
$91 ﹤0.01%
5
839
$86 ﹤0.01%
2
840
$83 ﹤0.01%
6
841
$80 ﹤0.01%
12
842
$79 ﹤0.01%
2
843
$73 ﹤0.01%
204
844
$71 ﹤0.01%
3
845
$69 ﹤0.01%
4
846
$62 ﹤0.01%
44
847
$61 ﹤0.01%
1
848
$48 ﹤0.01%
259
849
$43 ﹤0.01%
23
850
$34 ﹤0.01%
1
32 33
34
35 36