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
376
$110K 0.01%
1,500
377
$110K 0.01%
1,190
-193
378
$108K 0.01%
405
379
$108K 0.01%
699
380
$108K 0.01%
+3,000
381
$104K 0.01%
800
382
$104K 0.01%
1,437
+717
383
$103K 0.01%
3,000
384
$103K 0.01%
2,048
385
$102K 0.01%
450
386
$101K 0.01%
1,005
+32
387
$101K 0.01%
1,000
388
$98.6K 0.01%
780
389
$98.2K 0.01%
1,229
390
$96K 0.01%
2,488
-4
391
$95.9K 0.01%
222
392
$95.4K 0.01%
11,116
-63
393
$94K 0.01%
313
-40
394
$93.1K 0.01%
219
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395
$93K 0.01%
2,317
+22
396
$92.8K 0.01%
2,209
+440
397
$92.7K 0.01%
2,378
+203
398
$92.3K 0.01%
+1,701
399
$91.8K 0.01%
669
+344
400
$88.6K ﹤0.01%
900
14 15
16
17 18