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
651
$27.8K ﹤0.01%
200
652
$27.7K ﹤0.01%
800
-227
653
$27.7K ﹤0.01%
228
654
$27.3K ﹤0.01%
+442
655
$27K ﹤0.01%
380
656
$27K ﹤0.01%
396
657
$26.9K ﹤0.01%
+100
658
$26.7K ﹤0.01%
2,540
-260
659
$26.6K ﹤0.01%
425
660
$26.3K ﹤0.01%
507
661
$26.3K ﹤0.01%
33
662
$25.9K ﹤0.01%
1,315
663
$25.8K ﹤0.01%
1,265
664
$25.8K ﹤0.01%
190
665
$25.8K ﹤0.01%
500
666
$25.6K ﹤0.01%
785
667
$25.5K ﹤0.01%
636
+34
668
$25.5K ﹤0.01%
467
669
$25.1K ﹤0.01%
421
670
$24.9K ﹤0.01%
+1,936
671
$24.7K ﹤0.01%
900
-400
672
$24.7K ﹤0.01%
400
673
$24.5K ﹤0.01%
629
674
$24.5K ﹤0.01%
137
-8
675
$24.4K ﹤0.01%
364
-75
25 26
27
28 29