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
576
$25.5K ﹤0.01%
+800
577
$25.4K ﹤0.01%
732
+730
578
$25.4K ﹤0.01%
+409
579
$25.2K ﹤0.01%
189
+20
580
$24.9K ﹤0.01%
183
581
$24.8K ﹤0.01%
+915
582
$24.8K ﹤0.01%
1,144
583
$24.7K ﹤0.01%
602
584
$24.4K ﹤0.01%
400
585
$24.4K ﹤0.01%
+1,298
586
$24.3K ﹤0.01%
+621
587
$24.1K ﹤0.01%
600
588
$24.1K ﹤0.01%
300
589
$24K ﹤0.01%
+55
590
$23.9K ﹤0.01%
+217
591
$23.8K ﹤0.01%
192
-11
592
$23.7K ﹤0.01%
1,000
593
$23.7K ﹤0.01%
467
594
$23.6K ﹤0.01%
562
595
$23.6K ﹤0.01%
425
596
$23.4K ﹤0.01%
136
+12
597
$23.2K ﹤0.01%
1,000
598
$23.1K ﹤0.01%
84
599
$23.1K ﹤0.01%
44
600
$23K ﹤0.01%
216
-1