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
801
$1.08K ﹤0.01%
+28
802
$1.08K ﹤0.01%
73
803
$979 ﹤0.01%
+23
804
$953 ﹤0.01%
+16
805
$915 ﹤0.01%
+5
806
$858 ﹤0.01%
148
-467
807
$833 ﹤0.01%
33
808
$804 ﹤0.01%
+300
809
$722 ﹤0.01%
14
-39
810
$594 ﹤0.01%
+36
811
$580 ﹤0.01%
8
812
$580 ﹤0.01%
+13
813
$579 ﹤0.01%
+41
814
$565 ﹤0.01%
+25
815
$554 ﹤0.01%
63
816
$525 ﹤0.01%
14
817
$521 ﹤0.01%
+15
818
$444 ﹤0.01%
+83
819
$366 ﹤0.01%
+5
820
$364 ﹤0.01%
83
821
$361 ﹤0.01%
17
-6
822
$351 ﹤0.01%
28
823
$325 ﹤0.01%
+3
824
$324 ﹤0.01%
13
825
$310 ﹤0.01%
+5
31 32
33
34 35