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
101
$3.98M 0.22%
40,930
-1,310
102
$3.82M 0.21%
28,104
+2,576
103
$3.82M 0.21%
29,534
-1,280
104
$3.78M 0.21%
84,483
+13,489
105
$3.74M 0.21%
29,139
+11,248
106
$3.73M 0.21%
14,366
+3,664
107
$3.44M 0.19%
77,909
+7,621
108
$3.43M 0.19%
21,039
+12,499
109
$3.39M 0.19%
34,906
-4,031
110
$3.28M 0.18%
21,410
-224
111
$3.15M 0.18%
43,381
+2,004
112
$2.99M 0.17%
49,499
+12,554
113
$2.91M 0.16%
16,531
+516
114
$2.88M 0.16%
21,740
+1,080
115
$2.79M 0.16%
15,726
+2,915
116
$2.76M 0.15%
50,913
+1,159
117
$2.75M 0.15%
18,479
-738
118
$2.67M 0.15%
29,633
+7,479
119
$2.66M 0.15%
21,963
+425
120
$2.63M 0.15%
6,172
+428
121
$2.59M 0.14%
20,342
+4,131
122
$2.54M 0.14%
68,593
+51,973
123
$2.36M 0.13%
16,250
+4,342
124
$2.28M 0.13%
13,066
+1,518
125
$2.24M 0.13%
38,606
+7,590
3 4
5
6 7