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
426
$71K 0.01%
900
427
$71K 0.01%
598
-63
428
$68K 0.01%
1,535
429
$68K 0.01%
360
430
$68K 0.01%
735
431
$67K 0.01%
1,299
-1,065
432
$66K ﹤0.01%
500
433
$66K ﹤0.01%
+1,025
434
$65K ﹤0.01%
1,678
435
$65K ﹤0.01%
500
+60
436
$64K ﹤0.01%
1,400
437
$63K ﹤0.01%
172
438
$63K ﹤0.01%
718
439
$60K ﹤0.01%
856
-13
440
$60K ﹤0.01%
400
441
$60K ﹤0.01%
2,400
442
$60K ﹤0.01%
800
443
$59K ﹤0.01%
2,700
444
$59K ﹤0.01%
754
445
$58K ﹤0.01%
384
446
$58K ﹤0.01%
750
447
$58K ﹤0.01%
1,093
448
$57K ﹤0.01%
900
449
$57K ﹤0.01%
1,900
450
$56K ﹤0.01%
100
16 17
18
19 20