TCOV

Trust Company of Vermont Portfolio holdings

AUM $2.4B
1-Year Est. Return 18.75%
This Quarter Est. Return
1 Year Est. Return
+18.75%
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
451
$65.1K ﹤0.01%
1,036
+1,032
452
$64.5K ﹤0.01%
500
453
$64.2K ﹤0.01%
938
+272
454
$63.7K ﹤0.01%
320
455
$63.5K ﹤0.01%
+1,400
456
$63.2K ﹤0.01%
+2,422
457
$62.8K ﹤0.01%
+754
458
$62.8K ﹤0.01%
+2,885
459
$62.5K ﹤0.01%
988
-159
460
$62.4K ﹤0.01%
956
-96
461
$61.9K ﹤0.01%
2,012
462
$61.9K ﹤0.01%
+2,409
463
$61.8K ﹤0.01%
625
+300
464
$61.3K ﹤0.01%
1,298
+202
465
$61.1K ﹤0.01%
+1,169
466
$59.6K ﹤0.01%
1,825
467
$59.5K ﹤0.01%
+1,016
468
$59.4K ﹤0.01%
+702
469
$59.3K ﹤0.01%
2,000
+987
470
$56.5K ﹤0.01%
1,500
471
$56.2K ﹤0.01%
284
+4
472
$55.5K ﹤0.01%
614
+368
473
$55.4K ﹤0.01%
1,500
474
$55.3K ﹤0.01%
650
475
$55.2K ﹤0.01%
845
17 18
19
20 21