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
726
$19.1K ﹤0.01%
61
727
$19K ﹤0.01%
4,500
728
$19K ﹤0.01%
200
729
$18.8K ﹤0.01%
+706
730
$18.7K ﹤0.01%
600
731
$18.7K ﹤0.01%
+1,049
732
$18.6K ﹤0.01%
1,100
733
$18.4K ﹤0.01%
256
734
$18.3K ﹤0.01%
7
735
$18.1K ﹤0.01%
410
736
$18K ﹤0.01%
+1,678
737
$17.8K ﹤0.01%
199
738
$17.3K ﹤0.01%
185
739
$17.2K ﹤0.01%
1,200
740
$17.1K ﹤0.01%
75
741
$16.9K ﹤0.01%
231
742
$16.9K ﹤0.01%
212
743
$16.8K ﹤0.01%
52
744
$16.7K ﹤0.01%
377
745
$16.5K ﹤0.01%
162
746
$16.4K ﹤0.01%
300
747
$16.2K ﹤0.01%
1,620
748
$16K ﹤0.01%
+500
749
$15.8K ﹤0.01%
+748
750
$15.8K ﹤0.01%
21
28 29
30
31 32