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
401
$88.1K ﹤0.01%
130
402
$87.9K ﹤0.01%
360
403
$87.6K ﹤0.01%
1,119
-7
404
$87K ﹤0.01%
1,720
+1,000
405
$85.5K ﹤0.01%
172
406
$84.8K ﹤0.01%
2,907
+375
407
$84.6K ﹤0.01%
718
-6
408
$84.6K ﹤0.01%
1,585
+1,578
409
$83.9K ﹤0.01%
900
410
$82K ﹤0.01%
837
-866
411
$81.6K ﹤0.01%
2,000
412
$80.9K ﹤0.01%
500
413
$80.9K ﹤0.01%
775
-25
414
$80.4K ﹤0.01%
232
415
$80.1K ﹤0.01%
+1,175
416
$79.9K ﹤0.01%
148
-4
417
$79.7K ﹤0.01%
1,517
-359
418
$79.5K ﹤0.01%
980
+700
419
$79.5K ﹤0.01%
2,110
+128
420
$79K ﹤0.01%
7,219
+1,170
421
$79K ﹤0.01%
600
422
$78.7K ﹤0.01%
382
+149
423
$78.5K ﹤0.01%
333
424
$78.2K ﹤0.01%
+300
425
$77.9K ﹤0.01%
1,032
15 16
17
18 19