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
601
$35.8K ﹤0.01%
735
+35
602
$35.6K ﹤0.01%
840
-458
603
$35.5K ﹤0.01%
263
604
$35.4K ﹤0.01%
600
605
$35.3K ﹤0.01%
2,029
606
$35K ﹤0.01%
+100
607
$34.9K ﹤0.01%
447
608
$34.9K ﹤0.01%
139
609
$34.8K ﹤0.01%
870
610
$34.7K ﹤0.01%
3,889
-620
611
$34.3K ﹤0.01%
1,400
612
$34.1K ﹤0.01%
163
+50
613
$33.5K ﹤0.01%
58
614
$33.4K ﹤0.01%
109
615
$33.4K ﹤0.01%
3,629
+3,300
616
$33.1K ﹤0.01%
1,581
+1,150
617
$33K ﹤0.01%
+155
618
$32.7K ﹤0.01%
270
619
$32.6K ﹤0.01%
665
620
$32.5K ﹤0.01%
615
621
$32.3K ﹤0.01%
132
622
$32.3K ﹤0.01%
+205
623
$32.1K ﹤0.01%
376
624
$31.9K ﹤0.01%
185
625
$31.8K ﹤0.01%
434
+159
23 24
25
26 27