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
626
$31.6K ﹤0.01%
65
627
$31.6K ﹤0.01%
1,525
+515
628
$31.3K ﹤0.01%
354
-400
629
$31K ﹤0.01%
644
-1,013
630
$30.4K ﹤0.01%
260
631
$30.4K ﹤0.01%
479
632
$30.3K ﹤0.01%
126
633
$30K ﹤0.01%
684
634
$30K ﹤0.01%
942
+666
635
$29.9K ﹤0.01%
+399
636
$29.5K ﹤0.01%
288
637
$29.4K ﹤0.01%
+2,605
638
$29.1K ﹤0.01%
+736
639
$29K ﹤0.01%
400
-100
640
$28.9K ﹤0.01%
36
641
$28.7K ﹤0.01%
183
642
$28.7K ﹤0.01%
641
+410
643
$28.6K ﹤0.01%
176
644
$28.5K ﹤0.01%
525
645
$28.5K ﹤0.01%
384
+350
646
$28.4K ﹤0.01%
102
647
$28.4K ﹤0.01%
900
648
$28.2K ﹤0.01%
645
649
$28K ﹤0.01%
+2,957
650
$27.8K ﹤0.01%
200
24 25
26
27 28