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
426
$105K ﹤0.01%
2,625
+556
427
$104K ﹤0.01%
500
428
$103K ﹤0.01%
1,345
429
$103K ﹤0.01%
231
-131
430
$103K ﹤0.01%
1,035
-1
431
$103K ﹤0.01%
900
-100
432
$103K ﹤0.01%
3,307
433
$101K ﹤0.01%
900
434
$101K ﹤0.01%
2,155
435
$101K ﹤0.01%
360
436
$101K ﹤0.01%
818
-3
437
$100K ﹤0.01%
1,912
438
$100K ﹤0.01%
+1,816
439
$99.7K ﹤0.01%
901
440
$98.8K ﹤0.01%
411
441
$98.4K ﹤0.01%
1,915
442
$98K ﹤0.01%
400
443
$97.9K ﹤0.01%
420
444
$97.8K ﹤0.01%
326
445
$97.6K ﹤0.01%
1,027
+621
446
$97.1K ﹤0.01%
1,400
447
$96.5K ﹤0.01%
+5,289
448
$95.5K ﹤0.01%
400
449
$95.2K ﹤0.01%
+2,598
450
$95.1K ﹤0.01%
130
16 17
18
19 20