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
676
$12K ﹤0.01%
728
+500
677
$11.3K ﹤0.01%
+250
678
$11.3K ﹤0.01%
+267
679
$11.2K ﹤0.01%
400
680
$11K ﹤0.01%
243
+28
681
$10.8K ﹤0.01%
+247
682
$10.5K ﹤0.01%
+231
683
$10.4K ﹤0.01%
750
684
$10.3K ﹤0.01%
+200
685
$10.1K ﹤0.01%
137
686
$9.99K ﹤0.01%
72
+21
687
$9.87K ﹤0.01%
347
688
$9.87K ﹤0.01%
469
689
$9.6K ﹤0.01%
105
690
$9.48K ﹤0.01%
1,300
691
$9.43K ﹤0.01%
40
692
$9.39K ﹤0.01%
+73
693
$9.21K ﹤0.01%
90
-2
694
$9.07K ﹤0.01%
+6
695
$9K ﹤0.01%
200
696
$8.93K ﹤0.01%
1,274
+560
697
$8.81K ﹤0.01%
365
+325
698
$8.78K ﹤0.01%
43
699
$8.75K ﹤0.01%
200
700
$8.56K ﹤0.01%
52
+49
26 27
28
29 30