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
576
$39.9K ﹤0.01%
609
577
$39.7K ﹤0.01%
359
+5
578
$39.5K ﹤0.01%
400
579
$39.4K ﹤0.01%
300
-3
580
$39.1K ﹤0.01%
80
581
$38.9K ﹤0.01%
370
582
$38.9K ﹤0.01%
935
583
$38.4K ﹤0.01%
1,695
584
$38.1K ﹤0.01%
700
-500
585
$38K ﹤0.01%
25
586
$37.8K ﹤0.01%
2,478
587
$37.7K ﹤0.01%
505
588
$37.7K ﹤0.01%
1,584
-250
589
$37.5K ﹤0.01%
+465
590
$37.3K ﹤0.01%
300
591
$37.2K ﹤0.01%
415
592
$37.2K ﹤0.01%
1,227
-194
593
$37.1K ﹤0.01%
535
+300
594
$37K ﹤0.01%
225
595
$37K ﹤0.01%
+1,263
596
$36.9K ﹤0.01%
1,102
+1,100
597
$36.8K ﹤0.01%
1,200
598
$36.6K ﹤0.01%
175
599
$36.3K ﹤0.01%
301
600
$36.1K ﹤0.01%
350
22 23
24
25 26