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
951
$3.87K ﹤0.01%
96
952
$3.86K ﹤0.01%
22
953
$3.85K ﹤0.01%
66
954
$3.83K ﹤0.01%
26
-29
955
$3.8K ﹤0.01%
156
956
$3.8K ﹤0.01%
50
957
$3.74K ﹤0.01%
34
958
$3.73K ﹤0.01%
12
959
$3.67K ﹤0.01%
+100
960
$3.6K ﹤0.01%
36
961
$3.52K ﹤0.01%
104
962
$3.46K ﹤0.01%
28
963
$3.43K ﹤0.01%
1,000
964
$3.28K ﹤0.01%
465
965
$3.15K ﹤0.01%
157
-1,000
966
$3.07K ﹤0.01%
45
967
$3.02K ﹤0.01%
48
968
$3.01K ﹤0.01%
290
969
$2.94K ﹤0.01%
10
970
$2.93K ﹤0.01%
161
971
$2.9K ﹤0.01%
81
972
$2.84K ﹤0.01%
595
-1,394
973
$2.84K ﹤0.01%
351
974
$2.82K ﹤0.01%
12
975
$2.8K ﹤0.01%
122
-824
37 38
39
40 41