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
676
$24.4K ﹤0.01%
150
677
$24.3K ﹤0.01%
60
678
$24.3K ﹤0.01%
345
679
$24.2K ﹤0.01%
300
680
$24.2K ﹤0.01%
50
681
$24.2K ﹤0.01%
35
682
$24.1K ﹤0.01%
1,200
-2,380
683
$24K ﹤0.01%
210
684
$23.7K ﹤0.01%
+1,900
685
$23.6K ﹤0.01%
303
-10
686
$23.6K ﹤0.01%
210
687
$23.5K ﹤0.01%
+420
688
$23.2K ﹤0.01%
1,047
+486
689
$23.2K ﹤0.01%
172
-155
690
$23.1K ﹤0.01%
75
691
$22.9K ﹤0.01%
350
692
$22.9K ﹤0.01%
365
693
$22.8K ﹤0.01%
534
+334
694
$22.6K ﹤0.01%
1,850
695
$22.6K ﹤0.01%
2,330
-838
696
$22.5K ﹤0.01%
359
697
$22.4K ﹤0.01%
535
-179
698
$22.4K ﹤0.01%
300
699
$22.1K ﹤0.01%
1,080
-206
700
$22.1K ﹤0.01%
2,160
26 27
28
29 30