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
526
$58.3K ﹤0.01%
+921
527
$57.3K ﹤0.01%
1,500
528
$57K ﹤0.01%
845
529
$56.6K ﹤0.01%
300
530
$56.4K ﹤0.01%
600
531
$56.1K ﹤0.01%
+4,583
532
$55.6K ﹤0.01%
+1,615
533
$55.2K ﹤0.01%
+2,047
534
$55K ﹤0.01%
213
-80
535
$54.7K ﹤0.01%
250
-50
536
$53.8K ﹤0.01%
344
537
$53.5K ﹤0.01%
305
+100
538
$53.5K ﹤0.01%
732
-300
539
$53.5K ﹤0.01%
+900
540
$53.4K ﹤0.01%
940
-960
541
$53.3K ﹤0.01%
450
542
$52.7K ﹤0.01%
1,007
+32
543
$52.6K ﹤0.01%
522
544
$51.5K ﹤0.01%
+1,266
545
$51.4K ﹤0.01%
1,260
546
$51K ﹤0.01%
375
547
$50.2K ﹤0.01%
1,580
548
$49.4K ﹤0.01%
652
-52
549
$49.2K ﹤0.01%
1,160
550
$48.7K ﹤0.01%
2,325
-425
20 21
22
23 24