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
926
$4.65K ﹤0.01%
+300
927
$4.62K ﹤0.01%
409
928
$4.61K ﹤0.01%
412
+40
929
$4.61K ﹤0.01%
289
930
$4.59K ﹤0.01%
32
931
$4.59K ﹤0.01%
400
932
$4.57K ﹤0.01%
13
933
$4.57K ﹤0.01%
14
934
$4.49K ﹤0.01%
+180
935
$4.47K ﹤0.01%
212
936
$4.46K ﹤0.01%
82
937
$4.4K ﹤0.01%
14
938
$4.32K ﹤0.01%
18
939
$4.32K ﹤0.01%
38
940
$4.29K ﹤0.01%
+50
941
$4.2K ﹤0.01%
78
942
$4.18K ﹤0.01%
705
943
$4.17K ﹤0.01%
68
944
$4.15K ﹤0.01%
373
+98
945
$4.14K ﹤0.01%
150
946
$4.06K ﹤0.01%
20
947
$4.06K ﹤0.01%
38
948
$3.98K ﹤0.01%
+1,250
949
$3.88K ﹤0.01%
88
950
$3.87K ﹤0.01%
13
36 37
38
39 40