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
476
$54.7K ﹤0.01%
700
477
$54.6K ﹤0.01%
6,000
478
$54.2K ﹤0.01%
325
-1
479
$53.7K ﹤0.01%
654
+220
480
$53.3K ﹤0.01%
1,200
481
$53.3K ﹤0.01%
500
482
$53.1K ﹤0.01%
1,015
+850
483
$52.5K ﹤0.01%
776
+743
484
$52.2K ﹤0.01%
1,700
485
$51.1K ﹤0.01%
504
486
$50.4K ﹤0.01%
+150
487
$50.3K ﹤0.01%
186
488
$50.3K ﹤0.01%
3,626
+437
489
$49.5K ﹤0.01%
344
+225
490
$49.3K ﹤0.01%
686
+36
491
$49K ﹤0.01%
450
492
$48.5K ﹤0.01%
650
493
$47.8K ﹤0.01%
3,602
494
$47.8K ﹤0.01%
+40
495
$47.2K ﹤0.01%
1,160
496
$47.2K ﹤0.01%
322
497
$46.9K ﹤0.01%
2,168
498
$46.2K ﹤0.01%
400
499
$46.1K ﹤0.01%
363
500
$45.6K ﹤0.01%
1,225
+725
18 19
20
21 22