TCOV

Trust Company of Vermont Portfolio holdings

AUM $2.3B
1-Year Est. Return 16.02%
This Quarter Est. Return
1 Year Est. Return
+16.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.34B
AUM Growth
+$80.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
804
New
Increased
Reduced
Closed

Top Buys

1
+$3.25M
2
+$3.23M
3
+$2.45M
4
TDOC icon
Teladoc Health
TDOC
+$1.73M
5
BAC icon
Bank of America
BAC
+$1.2M

Top Sells

1
+$5.9M
2
+$3.25M
3
+$2.53M
4
NVS icon
Novartis
NVS
+$669K
5
NSC icon
Norfolk Southern
NSC
+$411K

Sector Composition

1 Technology 16.55%
2 Financials 15.94%
3 Healthcare 12.84%
4 Consumer Discretionary 10.24%
5 Industrials 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$88K 0.01%
1,744
402
$88K 0.01%
1,334
403
$88K 0.01%
2,426
404
$87K 0.01%
2,139
-245
405
$87K 0.01%
1,430
-158
406
$87K 0.01%
358
407
$85K 0.01%
496
-51
408
$85K 0.01%
1,232
409
$84K 0.01%
3,045
410
$84K 0.01%
1,500
411
$84K 0.01%
1,875
412
$84K 0.01%
500
413
$83K 0.01%
1,649
414
$82K 0.01%
2,104
415
$82K 0.01%
2,639
-75
416
$82K 0.01%
1,356
-21
417
$82K 0.01%
300
418
$81K 0.01%
1,129
-65
419
$81K 0.01%
1,661
420
$80K 0.01%
1,650
421
$80K 0.01%
731
-2
422
$76K 0.01%
375
423
$76K 0.01%
587
424
$76K 0.01%
1,000
425
$75K 0.01%
3,300
15 16
17
18 19