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
776
$13.1K ﹤0.01%
1,300
777
$13.1K ﹤0.01%
225
+119
778
$13.1K ﹤0.01%
+348
779
$13K ﹤0.01%
265
780
$13K ﹤0.01%
500
781
$13K ﹤0.01%
728
782
$12.7K ﹤0.01%
750
783
$12.7K ﹤0.01%
1,700
-1,000
784
$12.6K ﹤0.01%
+3,500
785
$12.6K ﹤0.01%
500
786
$12.5K ﹤0.01%
157
787
$12.5K ﹤0.01%
239
788
$12.3K ﹤0.01%
+288
789
$12.3K ﹤0.01%
579
790
$12.2K ﹤0.01%
140
791
$12.2K ﹤0.01%
103
792
$12K ﹤0.01%
+250
793
$12K ﹤0.01%
+500
794
$11.9K ﹤0.01%
+372
795
$11.7K ﹤0.01%
+332
796
$11.7K ﹤0.01%
+1,400
797
$11.6K ﹤0.01%
+2,125
798
$11.5K ﹤0.01%
1,274
799
$11.5K ﹤0.01%
21
800
$11.4K ﹤0.01%
242
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30 31
32
33 34