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
651
$15K ﹤0.01%
900
652
$14.9K ﹤0.01%
253
653
$14.5K ﹤0.01%
1,600
654
$14.5K ﹤0.01%
200
-177
655
$14.5K ﹤0.01%
53
656
$14.3K ﹤0.01%
479
657
$14.2K ﹤0.01%
108
658
$14K ﹤0.01%
25
659
$13.9K ﹤0.01%
134
660
$13.8K ﹤0.01%
900
661
$13.8K ﹤0.01%
+1,047
662
$13.8K ﹤0.01%
300
663
$13.7K ﹤0.01%
+95
664
$13.6K ﹤0.01%
202
665
$13.5K ﹤0.01%
+500
666
$13.4K ﹤0.01%
560
667
$13.3K ﹤0.01%
421
668
$13.2K ﹤0.01%
300
-155
669
$12.9K ﹤0.01%
+250
670
$12.7K ﹤0.01%
100
671
$12.6K ﹤0.01%
670
-111
672
$12.6K ﹤0.01%
150
673
$12.5K ﹤0.01%
265
674
$12.1K ﹤0.01%
800
675
$12K ﹤0.01%
752
25 26
27
28 29