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
1001
$2.03K ﹤0.01%
50
1002
$1.96K ﹤0.01%
57
1003
$1.94K ﹤0.01%
34
1004
$1.92K ﹤0.01%
33
1005
$1.91K ﹤0.01%
120
1006
$1.87K ﹤0.01%
34
1007
$1.83K ﹤0.01%
+500
1008
$1.77K ﹤0.01%
497
1009
$1.72K ﹤0.01%
207
1010
$1.69K ﹤0.01%
69
1011
$1.67K ﹤0.01%
145
1012
$1.63K ﹤0.01%
44
1013
$1.59K ﹤0.01%
81
1014
$1.59K ﹤0.01%
20
1015
$1.55K ﹤0.01%
589
1016
$1.55K ﹤0.01%
51
1017
$1.52K ﹤0.01%
157
1018
$1.45K ﹤0.01%
19
1019
$1.42K ﹤0.01%
+23
1020
$1.41K ﹤0.01%
1,553
1021
$1.38K ﹤0.01%
+15
1022
$1.37K ﹤0.01%
200
1023
$1.36K ﹤0.01%
7
1024
$1.35K ﹤0.01%
45
1025
$1.19K ﹤0.01%
58
39 40
41
42 43