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
976
$2.75K ﹤0.01%
20
977
$2.74K ﹤0.01%
+625
978
$2.68K ﹤0.01%
52
-208
979
$2.68K ﹤0.01%
17
980
$2.63K ﹤0.01%
108
981
$2.62K ﹤0.01%
37
982
$2.58K ﹤0.01%
368
983
$2.52K ﹤0.01%
12
984
$2.5K ﹤0.01%
+140
985
$2.46K ﹤0.01%
50
986
$2.43K ﹤0.01%
207
987
$2.42K ﹤0.01%
36
988
$2.33K ﹤0.01%
750
989
$2.29K ﹤0.01%
62
990
$2.29K ﹤0.01%
299
991
$2.26K ﹤0.01%
59
992
$2.25K ﹤0.01%
111
993
$2.23K ﹤0.01%
122
994
$2.21K ﹤0.01%
23
995
$2.14K ﹤0.01%
100
996
$2.12K ﹤0.01%
+25
997
$2.08K ﹤0.01%
141
998
$2.06K ﹤0.01%
14
999
$2.05K ﹤0.01%
134
1000
$2.05K ﹤0.01%
102
38 39
40
41 42