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
751
$15.8K ﹤0.01%
133
752
$15.8K ﹤0.01%
307
753
$15.7K ﹤0.01%
155
-40
754
$15.6K ﹤0.01%
250
755
$15.3K ﹤0.01%
100
756
$15.3K ﹤0.01%
+500
757
$15.2K ﹤0.01%
+809
758
$15.1K ﹤0.01%
+825
759
$14.8K ﹤0.01%
78
760
$14.8K ﹤0.01%
881
+543
761
$14.8K ﹤0.01%
1,080
762
$14.7K ﹤0.01%
+2,348
763
$14.7K ﹤0.01%
253
764
$14.4K ﹤0.01%
2,440
765
$14.4K ﹤0.01%
374
-166
766
$14.4K ﹤0.01%
256
767
$14.2K ﹤0.01%
+4,339
768
$14.2K ﹤0.01%
175
769
$14.2K ﹤0.01%
100
770
$13.8K ﹤0.01%
250
771
$13.8K ﹤0.01%
122
-5
772
$13.6K ﹤0.01%
+650
773
$13.4K ﹤0.01%
490
+135
774
$13.2K ﹤0.01%
100
775
$13.2K ﹤0.01%
73
29 30
31
32 33