TCOV

Trust Company of Vermont Portfolio holdings

AUM $2.4B
1-Year Est. Return 18.75%
This Quarter Est. Return
1 Year Est. Return
+18.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.12B
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,141
New
Increased
Reduced
Closed

Top Buys

1
+$4.81M
2
+$3.02M
3
+$2.41M
4
CRM icon
Salesforce
CRM
+$2.33M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$2.12M

Top Sells

1
+$8.36M
2
+$2.59M
3
+$1.34M
4
NKE icon
Nike
NKE
+$892K
5
BDX icon
Becton Dickinson
BDX
+$889K

Sector Composition

1 Technology 25.16%
2 Financials 14.61%
3 Healthcare 9.13%
4 Consumer Discretionary 8.57%
5 Industrials 8.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$287K 0.01%
11,156
+1,666
302
$286K 0.01%
1,160
+21
303
$278K 0.01%
5,121
304
$278K 0.01%
1,273
-10
305
$276K 0.01%
2,735
-115
306
$272K 0.01%
3,043
307
$272K 0.01%
10,247
+949
308
$271K 0.01%
2,314
+431
309
$268K 0.01%
228
310
$267K 0.01%
935
311
$264K 0.01%
+4,462
312
$259K 0.01%
+850
313
$258K 0.01%
895
314
$251K 0.01%
19,957
-575
315
$250K 0.01%
5,167
316
$248K 0.01%
+5,000
317
$247K 0.01%
10,007
+6,016
318
$247K 0.01%
470
319
$245K 0.01%
3,044
320
$243K 0.01%
2,289
+400
321
$243K 0.01%
3,976
-378
322
$243K 0.01%
2,700
323
$243K 0.01%
2,723
324
$241K 0.01%
850
325
$241K 0.01%
1,340
+110
11 12
13
14 15