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
501
$68K ﹤0.01%
6,218
502
$67.3K ﹤0.01%
+1,293
503
$66.9K ﹤0.01%
172
+9
504
$66.8K ﹤0.01%
7,200
+1,000
505
$66.6K ﹤0.01%
299
-32
506
$66.3K ﹤0.01%
575
507
$66.1K ﹤0.01%
232
508
$66K ﹤0.01%
+925
509
$66K ﹤0.01%
5,060
-260
510
$65.2K ﹤0.01%
689
511
$65K ﹤0.01%
2,830
+2
512
$64.9K ﹤0.01%
422
+234
513
$64.8K ﹤0.01%
2,164
514
$64.1K ﹤0.01%
315
+242
515
$63.9K ﹤0.01%
1,500
516
$62.9K ﹤0.01%
4,390
+450
517
$62.3K ﹤0.01%
892
518
$62K ﹤0.01%
255
519
$61.5K ﹤0.01%
278
520
$61.4K ﹤0.01%
1,494
521
$61.3K ﹤0.01%
150
522
$61K ﹤0.01%
1,500
-500
523
$59.9K ﹤0.01%
700
524
$59.8K ﹤0.01%
650
525
$59.1K ﹤0.01%
1,070
+508
19 20
21
22 23