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
701
$8.43K ﹤0.01%
350
702
$8.4K ﹤0.01%
+136
703
$8.38K ﹤0.01%
457
+428
704
$8.25K ﹤0.01%
69
-70
705
$8.23K ﹤0.01%
275
706
$8.14K ﹤0.01%
+200
707
$7.87K ﹤0.01%
+329
708
$7.85K ﹤0.01%
150
709
$7.51K ﹤0.01%
75
710
$7.4K ﹤0.01%
66
711
$7.31K ﹤0.01%
+140
712
$7.24K ﹤0.01%
200
713
$7.24K ﹤0.01%
+300
714
$7.14K ﹤0.01%
83
715
$6.73K ﹤0.01%
175
716
$6.7K ﹤0.01%
225
717
$6.7K ﹤0.01%
506
718
$6.63K ﹤0.01%
38
719
$6.61K ﹤0.01%
+200
720
$6.59K ﹤0.01%
194
-500
721
$6.58K ﹤0.01%
+322
722
$6.5K ﹤0.01%
553
723
$6.49K ﹤0.01%
+9
724
$6.47K ﹤0.01%
150
725
$6.39K ﹤0.01%
66
-2
27 28
29
30 31