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
151
$1.54M 0.11%
22,090
+573
152
$1.51M 0.11%
6,319
+49
153
$1.48M 0.1%
11,956
-389
154
$1.46M 0.1%
17,325
-254
155
$1.43M 0.1%
26,351
+2,627
156
$1.37M 0.1%
19,196
+1,666
157
$1.37M 0.1%
21,816
-1,201
158
$1.36M 0.1%
12,361
-2,132
159
$1.31M 0.09%
86,933
-5,943
160
$1.31M 0.09%
6,920
-104
161
$1.3M 0.09%
65,950
+1,270
162
$1.3M 0.09%
6,936
163
$1.28M 0.09%
5,886
-15
164
$1.22M 0.09%
497
-5
165
$1.21M 0.08%
16,978
-14
166
$1.21M 0.08%
4,742
167
$1.19M 0.08%
9,306
+118
168
$1.18M 0.08%
18,410
+3,200
169
$1.17M 0.08%
18,189
-678
170
$1.17M 0.08%
5,525
171
$1.14M 0.08%
7,233
-15
172
$1.12M 0.08%
14,086
173
$1.12M 0.08%
17,865
+4,763
174
$1.11M 0.08%
38,034
-3,945
175
$1.08M 0.08%
14,349
-160
5 6
7
8 9