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
551
$31.7K ﹤0.01%
365
552
$31.4K ﹤0.01%
+650
553
$31.3K ﹤0.01%
1,100
+1,092
554
$31.2K ﹤0.01%
+1,369
555
$31.1K ﹤0.01%
964
556
$30.7K ﹤0.01%
200
557
$30.4K ﹤0.01%
566
-50
558
$29.7K ﹤0.01%
36
559
$29.7K ﹤0.01%
76
+26
560
$29.6K ﹤0.01%
1,747
561
$29.4K ﹤0.01%
991
562
$29.3K ﹤0.01%
60
563
$29.1K ﹤0.01%
70
564
$29K ﹤0.01%
450
565
$29K ﹤0.01%
750
-100
566
$28.6K ﹤0.01%
112
567
$28.3K ﹤0.01%
+300
568
$28.3K ﹤0.01%
228
569
$28.2K ﹤0.01%
66
-66
570
$27.8K ﹤0.01%
238
+174
571
$27K ﹤0.01%
413
+51
572
$26.9K ﹤0.01%
+400
573
$26.7K ﹤0.01%
300
574
$26.3K ﹤0.01%
+650
575
$25.9K ﹤0.01%
+490
21 22
23
24 25