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
376
$158K 0.01%
1,450
+50
377
$158K 0.01%
1,734
-50
378
$156K 0.01%
4,303
+3,808
379
$155K 0.01%
1,401
380
$151K 0.01%
3,485
381
$147K 0.01%
1,114
382
$147K 0.01%
915
383
$143K 0.01%
3,200
384
$142K 0.01%
1,837
385
$142K 0.01%
1,525
+1,158
386
$141K 0.01%
3,568
387
$137K 0.01%
1,806
-671
388
$136K 0.01%
1,370
+524
389
$134K 0.01%
2,036
390
$133K 0.01%
1,000
391
$132K 0.01%
1,594
+104
392
$132K 0.01%
1,049
393
$130K 0.01%
219
394
$129K 0.01%
1,870
395
$127K 0.01%
1,391
396
$126K 0.01%
1,786
397
$125K 0.01%
7,757
-666
398
$124K 0.01%
1,188
+251
399
$124K 0.01%
1,349
400
$123K 0.01%
1,300
14 15
16
17 18