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
151
$1.62M 0.08%
3,031
+19
152
$1.61M 0.08%
9,810
-1,405
153
$1.58M 0.07%
4,500
154
$1.56M 0.07%
17,184
155
$1.56M 0.07%
7,980
-770
156
$1.52M 0.07%
9,544
+136
157
$1.52M 0.07%
16,904
-194
158
$1.52M 0.07%
57,365
159
$1.51M 0.07%
8,664
+546
160
$1.51M 0.07%
5,642
-43
161
$1.51M 0.07%
12,761
+375
162
$1.5M 0.07%
11,040
-76
163
$1.46M 0.07%
731
+116
164
$1.44M 0.07%
14,619
-298
165
$1.43M 0.07%
5,024
-164
166
$1.42M 0.07%
8,567
+362
167
$1.41M 0.07%
4,876
-250
168
$1.34M 0.06%
14,736
-1,224
169
$1.33M 0.06%
11,976
+320
170
$1.3M 0.06%
54,678
171
$1.29M 0.06%
7,952
-111
172
$1.29M 0.06%
29,976
+308
173
$1.28M 0.06%
17,426
-1,245
174
$1.28M 0.06%
12,653
-2,346
175
$1.27M 0.06%
12,870
-179
5 6
7
8 9