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
851
$7.77K ﹤0.01%
200
852
$7.76K ﹤0.01%
78
-396
853
$7.68K ﹤0.01%
725
+325
854
$7.64K ﹤0.01%
39
855
$7.63K ﹤0.01%
133
856
$7.5K ﹤0.01%
145
857
$7.39K ﹤0.01%
55
+25
858
$7.39K ﹤0.01%
+570
859
$7.37K ﹤0.01%
73
860
$7.36K ﹤0.01%
+470
861
$7.28K ﹤0.01%
40
862
$7.23K ﹤0.01%
397
863
$7.22K ﹤0.01%
+375
864
$7.22K ﹤0.01%
50
865
$7.21K ﹤0.01%
+975
866
$7.2K ﹤0.01%
40
867
$7.18K ﹤0.01%
+1,050
868
$7.18K ﹤0.01%
+400
869
$7.16K ﹤0.01%
270
870
$7.14K ﹤0.01%
+450
871
$7.13K ﹤0.01%
127
872
$7.06K ﹤0.01%
126
873
$7.01K ﹤0.01%
344
874
$6.98K ﹤0.01%
182
875
$6.85K ﹤0.01%
41
33 34
35
36 37