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
$1.8B
AUM Growth
+$296M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
936
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M
2
+$11.5M
3
+$8.78M
4
AAPL icon
Apple
AAPL
+$7.01M
5
CVX icon
Chevron
CVX
+$4.94M

Top Sells

1
+$2.05M
2
+$1.29M
3
+$766K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$620K
5
MKC icon
McCormick & Company Non-Voting
MKC
+$545K

Sector Composition

1 Technology 23.07%
2 Financials 13.38%
3 Healthcare 13.23%
4 Consumer Discretionary 9.63%
5 Industrials 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$380K 0.02%
3,766
-98
252
$374K 0.02%
+7,894
253
$374K 0.02%
3,822
-19
254
$370K 0.02%
2,938
-58
255
$362K 0.02%
2,940
256
$360K 0.02%
2,600
+474
257
$360K 0.02%
4,167
-445
258
$357K 0.02%
3,500
+483
259
$355K 0.02%
1,690
+421
260
$354K 0.02%
4,240
+9
261
$353K 0.02%
3,618
+20
262
$350K 0.02%
9,734
+281
263
$343K 0.02%
5,900
+2,300
264
$340K 0.02%
1,359
-25
265
$336K 0.02%
2,316
+24
266
$331K 0.02%
4,832
+430
267
$321K 0.02%
1,106
+279
268
$319K 0.02%
6,632
+4,459
269
$304K 0.02%
5,000
+370
270
$301K 0.02%
17,080
-535
271
$301K 0.02%
20,643
272
$300K 0.02%
225
+20
273
$298K 0.02%
7,086
-3,474
274
$296K 0.02%
14,201
275
$289K 0.02%
5,042
9 10
11
12 13