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
351
$206K 0.01%
3,034
352
$205K 0.01%
1,250
-15
353
$199K 0.01%
+2,500
354
$199K 0.01%
1,000
355
$193K 0.01%
1,734
356
$192K 0.01%
7,433
-1,159
357
$187K 0.01%
1,773
+235
358
$185K 0.01%
2,472
359
$184K 0.01%
1,959
360
$184K 0.01%
2,135
361
$182K 0.01%
4,738
362
$182K 0.01%
2,862
+358
363
$179K 0.01%
4,729
-765
364
$178K 0.01%
+785
365
$175K 0.01%
938
366
$172K 0.01%
1,569
+669
367
$170K 0.01%
9,392
368
$170K 0.01%
8,322
369
$168K 0.01%
3,998
+1,298
370
$168K 0.01%
2,691
371
$164K 0.01%
1,595
372
$164K 0.01%
1,757
+415
373
$162K 0.01%
2,095
374
$160K 0.01%
1,392
375
$159K 0.01%
1,484
-119
13 14
15
16 17