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
751
$4.11K ﹤0.01%
179
752
$4.1K ﹤0.01%
+500
753
$4.08K ﹤0.01%
+113
754
$4K ﹤0.01%
16,000
+1,000
755
$3.87K ﹤0.01%
18
756
$3.77K ﹤0.01%
+24
757
$3.7K ﹤0.01%
+328
758
$3.67K ﹤0.01%
+62
759
$3.63K ﹤0.01%
77
+75
760
$3.63K ﹤0.01%
52
761
$3.58K ﹤0.01%
45
762
$3.56K ﹤0.01%
12
763
$3.53K ﹤0.01%
45
-6
764
$3.46K ﹤0.01%
175
765
$3.46K ﹤0.01%
40
766
$3.41K ﹤0.01%
+36
767
$3.18K ﹤0.01%
+200
768
$3.14K ﹤0.01%
119
769
$3.05K ﹤0.01%
80
770
$3.05K ﹤0.01%
+862
771
$2.98K ﹤0.01%
131
772
$2.83K ﹤0.01%
30
773
$2.77K ﹤0.01%
13
+11
774
$2.71K ﹤0.01%
+22
775
$2.61K ﹤0.01%
44
+38
29 30
31
32 33