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
426
$77.2K ﹤0.01%
1,000
427
$76.2K ﹤0.01%
+2,069
428
$76.2K ﹤0.01%
2,091
429
$76.1K ﹤0.01%
262
+200
430
$75.9K ﹤0.01%
1,850
431
$75.8K ﹤0.01%
+5,000
432
$75.3K ﹤0.01%
650
-57
433
$74.4K ﹤0.01%
500
-1
434
$74.1K ﹤0.01%
+3,639
435
$73.6K ﹤0.01%
+720
436
$72.9K ﹤0.01%
300
437
$72.8K ﹤0.01%
1,355
438
$72.2K ﹤0.01%
+897
439
$71.1K ﹤0.01%
1,001
+506
440
$70.5K ﹤0.01%
246
+96
441
$70.2K ﹤0.01%
1,500
442
$69.4K ﹤0.01%
423
443
$69.2K ﹤0.01%
2,255
+472
444
$69.1K ﹤0.01%
800
445
$68.8K ﹤0.01%
1,300
+400
446
$68.5K ﹤0.01%
438
-2
447
$68.4K ﹤0.01%
4,940
-140
448
$67.6K ﹤0.01%
361
449
$66.6K ﹤0.01%
900
-100
450
$66.3K ﹤0.01%
243
-1
16 17
18
19 20