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
626
$19.6K ﹤0.01%
+600
627
$19.1K ﹤0.01%
480
628
$19K ﹤0.01%
75
629
$18.9K ﹤0.01%
+245
630
$18.8K ﹤0.01%
716
+76
631
$18.6K ﹤0.01%
300
632
$18.4K ﹤0.01%
160
-190
633
$18.4K ﹤0.01%
189
634
$18.3K ﹤0.01%
+300
635
$18.2K ﹤0.01%
+204
636
$18.1K ﹤0.01%
455
+75
637
$18K ﹤0.01%
42
638
$18K ﹤0.01%
138
+15
639
$17.8K ﹤0.01%
+190
640
$17.8K ﹤0.01%
+246
641
$17.6K ﹤0.01%
231
642
$17.1K ﹤0.01%
200
643
$16.4K ﹤0.01%
291
644
$16.3K ﹤0.01%
300
645
$16K ﹤0.01%
+241
646
$15.7K ﹤0.01%
215
647
$15.3K ﹤0.01%
164
+63
648
$15.3K ﹤0.01%
150
649
$15.3K ﹤0.01%
888
650
$15.3K ﹤0.01%
32
24 25
26
27 28