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
551
$48.3K ﹤0.01%
475
552
$48K ﹤0.01%
378
553
$47.2K ﹤0.01%
902
554
$46.6K ﹤0.01%
800
555
$46.1K ﹤0.01%
1,112
556
$46K ﹤0.01%
502
-1,841
557
$45.7K ﹤0.01%
1,700
558
$45.4K ﹤0.01%
202
559
$45.1K ﹤0.01%
2,690
+1,921
560
$45.1K ﹤0.01%
650
561
$44.5K ﹤0.01%
255
562
$44.1K ﹤0.01%
549
563
$43K ﹤0.01%
214
564
$42.9K ﹤0.01%
590
+90
565
$42.8K ﹤0.01%
630
566
$42.6K ﹤0.01%
91
-12
567
$42.5K ﹤0.01%
335
568
$42.4K ﹤0.01%
+665
569
$42.1K ﹤0.01%
521
570
$42K ﹤0.01%
+641
571
$41.8K ﹤0.01%
650
572
$41.8K ﹤0.01%
400
573
$41K ﹤0.01%
112
-150
574
$40.6K ﹤0.01%
1,425
575
$40.3K ﹤0.01%
1,500
21 22
23
24 25