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
776
$2.55K ﹤0.01%
+11
777
$2.41K ﹤0.01%
13
778
$2.39K ﹤0.01%
+1,000
779
$2.31K ﹤0.01%
19
780
$2.18K ﹤0.01%
+7
781
$2.15K ﹤0.01%
21
782
$2.12K ﹤0.01%
16
783
$2.12K ﹤0.01%
+76
784
$2.1K ﹤0.01%
105
-114
785
$2.06K ﹤0.01%
30
786
$2.02K ﹤0.01%
+33
787
$1.81K ﹤0.01%
+40
788
$1.75K ﹤0.01%
+22
789
$1.74K ﹤0.01%
+28
790
$1.74K ﹤0.01%
+50
791
$1.61K ﹤0.01%
200
792
$1.58K ﹤0.01%
19
793
$1.56K ﹤0.01%
8
794
$1.51K ﹤0.01%
+100
795
$1.49K ﹤0.01%
100
796
$1.48K ﹤0.01%
75
797
$1.48K ﹤0.01%
200
798
$1.38K ﹤0.01%
190
799
$1.29K ﹤0.01%
300
800
$1.23K ﹤0.01%
38
30 31
32
33 34