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
301
$213K 0.01%
1,665
+693
302
$212K 0.01%
2,462
+577
303
$210K 0.01%
2,659
+2,256
304
$210K 0.01%
2,193
+914
305
$209K 0.01%
3,092
+1,781
306
$208K 0.01%
4,031
+225
307
$206K 0.01%
2,445
308
$206K 0.01%
7,674
309
$203K 0.01%
5,794
-205
310
$202K 0.01%
1,800
+600
311
$202K 0.01%
1,079
312
$198K 0.01%
2,904
+1,248
313
$197K 0.01%
10,094
314
$194K 0.01%
2,185
-9
315
$190K 0.01%
+3,288
316
$190K 0.01%
1,751
317
$187K 0.01%
348
+29
318
$187K 0.01%
3,000
319
$187K 0.01%
537
+5
320
$186K 0.01%
+2,947
321
$186K 0.01%
3,949
+45
322
$185K 0.01%
1,005
+905
323
$183K 0.01%
2,475
-118
324
$183K 0.01%
2,040
+998
325
$182K 0.01%
+987
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