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
826
$9.02K ﹤0.01%
98
827
$9.01K ﹤0.01%
201
828
$8.97K ﹤0.01%
122
-80
829
$8.95K ﹤0.01%
+925
830
$8.94K ﹤0.01%
200
831
$8.89K ﹤0.01%
142
832
$8.82K ﹤0.01%
+100
833
$8.76K ﹤0.01%
25
834
$8.71K ﹤0.01%
71
835
$8.63K ﹤0.01%
35
836
$8.6K ﹤0.01%
+100
837
$8.59K ﹤0.01%
382
838
$8.48K ﹤0.01%
102
-5
839
$8.48K ﹤0.01%
+200
840
$8.47K ﹤0.01%
1,000
841
$8.42K ﹤0.01%
80
842
$8.36K ﹤0.01%
58
843
$8.33K ﹤0.01%
144
-49
844
$8.17K ﹤0.01%
20
-17
845
$8.15K ﹤0.01%
+379
846
$8.07K ﹤0.01%
+500
847
$8.01K ﹤0.01%
70
-40
848
$7.88K ﹤0.01%
69
849
$7.83K ﹤0.01%
49
850
$7.82K ﹤0.01%
150
32 33
34
35 36