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
476
$80.7K ﹤0.01%
973
-1,660
477
$80.6K ﹤0.01%
1,041
+400
478
$80.5K ﹤0.01%
11,836
-500
479
$79K ﹤0.01%
5,749
480
$77.6K ﹤0.01%
2,000
481
$77.5K ﹤0.01%
172
482
$77.4K ﹤0.01%
650
483
$76.3K ﹤0.01%
1,949
+105
484
$76.2K ﹤0.01%
579
485
$75.7K ﹤0.01%
173
+35
486
$75.6K ﹤0.01%
141
-17
487
$75.5K ﹤0.01%
1,049
+493
488
$75.3K ﹤0.01%
5,000
489
$74K ﹤0.01%
320
490
$72.5K ﹤0.01%
+1,532
491
$71.9K ﹤0.01%
780
492
$71.8K ﹤0.01%
1,233
493
$71.7K ﹤0.01%
2,091
494
$71.5K ﹤0.01%
600
495
$70.8K ﹤0.01%
3,400
+2,500
496
$70.6K ﹤0.01%
2,208
497
$70.4K ﹤0.01%
270
498
$69.9K ﹤0.01%
1,000
499
$69.7K ﹤0.01%
904
500
$68.7K ﹤0.01%
419
18 19
20
21 22