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
501
$45.3K ﹤0.01%
1,600
502
$45.2K ﹤0.01%
+3,785
503
$45.1K ﹤0.01%
470
504
$45.1K ﹤0.01%
778
505
$44.7K ﹤0.01%
200
+50
506
$43.3K ﹤0.01%
+1,905
507
$42.9K ﹤0.01%
1,087
-611
508
$42.7K ﹤0.01%
+1,015
509
$42.7K ﹤0.01%
44
-10
510
$42.6K ﹤0.01%
1,500
511
$42.2K ﹤0.01%
50
512
$42.2K ﹤0.01%
1,500
513
$41.3K ﹤0.01%
609
514
$41.2K ﹤0.01%
902
515
$41.1K ﹤0.01%
975
+45
516
$40.6K ﹤0.01%
275
-25
517
$40.1K ﹤0.01%
+148
518
$39.9K ﹤0.01%
+500
519
$39.6K ﹤0.01%
200
-50
520
$39.6K ﹤0.01%
300
521
$39.4K ﹤0.01%
600
522
$39K ﹤0.01%
+1,500
523
$39K ﹤0.01%
+1,000
524
$39K ﹤0.01%
+949
525
$38.7K ﹤0.01%
1,000
19 20
21
22 23