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
451
$94.7K ﹤0.01%
333
452
$93.8K ﹤0.01%
850
453
$93.3K ﹤0.01%
222
454
$93K ﹤0.01%
+827
455
$92.6K ﹤0.01%
1,274
456
$92.1K ﹤0.01%
1,234
-58
457
$89K ﹤0.01%
1,046
-150
458
$88.6K ﹤0.01%
+3,349
459
$88.4K ﹤0.01%
1,838
+1,378
460
$87.4K ﹤0.01%
1,150
461
$87.3K ﹤0.01%
2,151
+1,651
462
$86.3K ﹤0.01%
242
463
$86.3K ﹤0.01%
696
464
$85.4K ﹤0.01%
+951
465
$85.4K ﹤0.01%
8,280
-8,800
466
$85.3K ﹤0.01%
1,162
+971
467
$85.1K ﹤0.01%
+14,674
468
$84.7K ﹤0.01%
1,504
469
$83.9K ﹤0.01%
2,991
470
$83.8K ﹤0.01%
1,608
-125
471
$83.6K ﹤0.01%
101
472
$83.5K ﹤0.01%
917
+449
473
$82.8K ﹤0.01%
1,263
+635
474
$82.4K ﹤0.01%
800
475
$82.3K ﹤0.01%
645
17 18
19
20 21