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
276
$277K 0.02%
1,747
+166
277
$277K 0.02%
2,920
+875
278
$277K 0.02%
9,167
+540
279
$277K 0.02%
2,720
280
$268K 0.01%
1,582
-130
281
$268K 0.01%
4,478
-4
282
$263K 0.01%
970
283
$262K 0.01%
2,000
+528
284
$257K 0.01%
3,060
-1,176
285
$256K 0.01%
2,902
+651
286
$254K 0.01%
+2,796
287
$252K 0.01%
1,912
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288
$250K 0.01%
1,022
-7
289
$246K 0.01%
2,672
-632
290
$246K 0.01%
1,875
291
$246K 0.01%
1,283
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292
$245K 0.01%
4,244
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293
$237K 0.01%
10,425
+475
294
$227K 0.01%
4,667
-195
295
$227K 0.01%
1,720
+120
296
$226K 0.01%
1,849
-29
297
$224K 0.01%
14,000
+970
298
$222K 0.01%
2,207
-71
299
$218K 0.01%
415
+5
300
$214K 0.01%
281
+17
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12
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