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
351
$143K 0.01%
896
-4
352
$140K 0.01%
1,114
353
$137K 0.01%
1,166
+158
354
$135K 0.01%
3,200
-400
355
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403
356
$133K 0.01%
2,000
357
$131K 0.01%
+1,100
358
$130K 0.01%
1,800
359
$130K 0.01%
1,650
-300
360
$126K 0.01%
302
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361
$125K 0.01%
2,927
+1,057
362
$123K 0.01%
950
-50
363
$123K 0.01%
1,401
364
$119K 0.01%
525
-75
365
$118K 0.01%
1,470
+898
366
$118K 0.01%
3,135
+891
367
$117K 0.01%
1,101
-1
368
$115K 0.01%
2,587
-1,469
369
$115K 0.01%
325
-50
370
$115K 0.01%
4,000
371
$115K 0.01%
+6,150
372
$115K 0.01%
3,096
+1,221
373
$112K 0.01%
1,733
+796
374
$112K 0.01%
+1,200
375
$111K 0.01%
252
+244
13 14
15
16 17