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
601
$23K ﹤0.01%
530
+100
602
$23K ﹤0.01%
57
+11
603
$22.9K ﹤0.01%
+102
604
$22.8K ﹤0.01%
210
605
$22.6K ﹤0.01%
500
606
$22.4K ﹤0.01%
1,000
+987
607
$22.4K ﹤0.01%
600
608
$22.3K ﹤0.01%
519
+364
609
$22.2K ﹤0.01%
35
610
$22.2K ﹤0.01%
190
-190
611
$22.2K ﹤0.01%
1,120
612
$22.1K ﹤0.01%
200
613
$21.8K ﹤0.01%
97
614
$21.4K ﹤0.01%
201
615
$21.2K ﹤0.01%
22
+20
616
$21.1K ﹤0.01%
135
+66
617
$21.1K ﹤0.01%
371
618
$20.9K ﹤0.01%
404
+100
619
$20.8K ﹤0.01%
500
620
$20.7K ﹤0.01%
275
621
$20.7K ﹤0.01%
200
622
$20.5K ﹤0.01%
80
623
$20.4K ﹤0.01%
168
624
$20.4K ﹤0.01%
+415
625
$20.3K ﹤0.01%
1,000
23 24
25
26 27