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
901
$5.71K ﹤0.01%
1,300
902
$5.66K ﹤0.01%
63
903
$5.65K ﹤0.01%
201
904
$5.54K ﹤0.01%
365
905
$5.51K ﹤0.01%
+25
906
$5.45K ﹤0.01%
506
907
$5.43K ﹤0.01%
21
-25
908
$5.39K ﹤0.01%
3
909
$5.37K ﹤0.01%
469
910
$5.35K ﹤0.01%
134
911
$5.33K ﹤0.01%
383
912
$5.29K ﹤0.01%
114
913
$5.21K ﹤0.01%
34
-28
914
$5.21K ﹤0.01%
160
915
$5.18K ﹤0.01%
293
916
$5.18K ﹤0.01%
+475
917
$5.05K ﹤0.01%
179
918
$5K ﹤0.01%
+600
919
$4.99K ﹤0.01%
79
920
$4.97K ﹤0.01%
81
921
$4.78K ﹤0.01%
+197
922
$4.77K ﹤0.01%
241
923
$4.72K ﹤0.01%
200
924
$4.71K ﹤0.01%
553
925
$4.7K ﹤0.01%
53
35 36
37
38 39