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
876
$6.81K ﹤0.01%
136
877
$6.7K ﹤0.01%
150
878
$6.66K ﹤0.01%
129
879
$6.56K ﹤0.01%
160
880
$6.55K ﹤0.01%
+1,001
881
$6.54K ﹤0.01%
30
882
$6.52K ﹤0.01%
797
883
$6.5K ﹤0.01%
+500
884
$6.46K ﹤0.01%
119
885
$6.43K ﹤0.01%
1,493
+800
886
$6.38K ﹤0.01%
13
887
$6.37K ﹤0.01%
200
888
$6.23K ﹤0.01%
168
889
$6.12K ﹤0.01%
420
890
$6.12K ﹤0.01%
325
+250
891
$6.06K ﹤0.01%
15
892
$6.03K ﹤0.01%
75
893
$6.03K ﹤0.01%
266
894
$5.97K ﹤0.01%
322
895
$5.88K ﹤0.01%
+466
896
$5.86K ﹤0.01%
55
897
$5.84K ﹤0.01%
205
898
$5.82K ﹤0.01%
21
899
$5.8K ﹤0.01%
+1,100
900
$5.75K ﹤0.01%
109
34 35
36
37 38