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
701
$21.6K ﹤0.01%
302
702
$21.5K ﹤0.01%
42
703
$21.4K ﹤0.01%
168
704
$21.4K ﹤0.01%
90
705
$21K ﹤0.01%
150
706
$21K ﹤0.01%
245
707
$20.8K ﹤0.01%
78
708
$20.7K ﹤0.01%
420
-500
709
$20.6K ﹤0.01%
150
710
$20.5K ﹤0.01%
200
711
$20.5K ﹤0.01%
215
712
$20.4K ﹤0.01%
1,879
713
$20.2K ﹤0.01%
246
714
$20.2K ﹤0.01%
+701
715
$20.1K ﹤0.01%
150
-35
716
$20K ﹤0.01%
179
717
$20K ﹤0.01%
851
718
$20K ﹤0.01%
246
719
$19.9K ﹤0.01%
115
720
$19.7K ﹤0.01%
243
721
$19.7K ﹤0.01%
1,400
-5,550
722
$19.6K ﹤0.01%
+1,381
723
$19.6K ﹤0.01%
116
724
$19.3K ﹤0.01%
231
-73
725
$19.2K ﹤0.01%
888
27 28
29
30 31