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
51
$10.9M 0.6%
36,036
-54
52
$10.7M 0.6%
387,326
+67,617
53
$10.7M 0.6%
49,752
+1,784
54
$10.6M 0.59%
195,458
+25,371
55
$10.5M 0.58%
29,201
+5,215
56
$10.2M 0.57%
2,806
+16
57
$10.1M 0.56%
201,899
+13,617
58
$10M 0.56%
95,869
+12,889
59
$9.16M 0.51%
152,210
+13,649
60
$9.1M 0.51%
74,389
-2,609
61
$9.08M 0.51%
96,586
+12,280
62
$8.8M 0.49%
63,997
+10,468
63
$8.65M 0.48%
45,317
+12,500
64
$8.54M 0.48%
20,797
+4,236
65
$8.54M 0.48%
236,058
-15,032
66
$8.38M 0.47%
82,601
+8,159
67
$8.07M 0.45%
31,664
+8,409
68
$7.6M 0.42%
151,512
+8,454
69
$6.98M 0.39%
19,222
+2,336
70
$6.87M 0.38%
77,506
+1,538
71
$6.76M 0.38%
23,760
+6,116
72
$6.4M 0.36%
14,072
+376
73
$6.39M 0.36%
29,975
+1,697
74
$6.35M 0.35%
8,157
+1,222
75
$6.07M 0.34%
11,545
-60
1 2
3
4 5