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
526
$38.6K ﹤0.01%
220
527
$38.4K ﹤0.01%
+542
528
$38.3K ﹤0.01%
1,533
529
$37.7K ﹤0.01%
202
530
$37.1K ﹤0.01%
1,566
+20
531
$37.1K ﹤0.01%
504
+499
532
$36.5K ﹤0.01%
260
533
$36.4K ﹤0.01%
+2,440
534
$36.2K ﹤0.01%
390
535
$34.8K ﹤0.01%
450
+68
536
$34.7K ﹤0.01%
67
-1
537
$34.5K ﹤0.01%
340
538
$34.1K ﹤0.01%
+500
539
$33.6K ﹤0.01%
376
540
$33.6K ﹤0.01%
670
-45
541
$33.4K ﹤0.01%
352
-3
542
$33.3K ﹤0.01%
214
543
$33.3K ﹤0.01%
+330
544
$32.7K ﹤0.01%
198
545
$32.7K ﹤0.01%
566
546
$32.6K ﹤0.01%
600
547
$32.5K ﹤0.01%
300
+87
548
$32.5K ﹤0.01%
315
+110
549
$32.3K ﹤0.01%
175
550
$31.9K ﹤0.01%
870
20 21
22
23 24