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
726
$6.38K ﹤0.01%
226
727
$6.32K ﹤0.01%
+400
728
$6.31K ﹤0.01%
30
-21
729
$6.3K ﹤0.01%
+663
730
$6K ﹤0.01%
18
+17
731
$5.99K ﹤0.01%
45
+43
732
$5.97K ﹤0.01%
+278
733
$5.77K ﹤0.01%
450
734
$5.76K ﹤0.01%
27
+26
735
$5.7K ﹤0.01%
+383
736
$5.55K ﹤0.01%
+1,250
737
$5.5K ﹤0.01%
160
738
$5.03K ﹤0.01%
105
-2
739
$5.01K ﹤0.01%
+1,000
740
$4.95K ﹤0.01%
34
+23
741
$4.91K ﹤0.01%
137
-1
742
$4.85K ﹤0.01%
545
743
$4.74K ﹤0.01%
38
744
$4.72K ﹤0.01%
600
745
$4.65K ﹤0.01%
50
746
$4.53K ﹤0.01%
80
747
$4.5K ﹤0.01%
1,000
748
$4.48K ﹤0.01%
+250
749
$4.46K ﹤0.01%
79
+77
750
$4.46K ﹤0.01%
17
+14
28 29
30
31 32