TCOV

Trust Company of Vermont Portfolio holdings

AUM $2.4B
1-Year Est. Return 18.75%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.75%
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
+$3.22M
2
+$3.02M
3
+$2.47M
4
TDOC icon
Teladoc Health
TDOC
+$2.21M
5
MRK icon
Merck
MRK
+$1.16M

Top Sells

1
+$5.24M
2
+$4.41M
3
+$2.66M
4
NVS icon
Novartis
NVS
+$702K
5
BDX icon
Becton Dickinson
BDX
+$414K

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
451
$55K ﹤0.01%
2,412
+12
452
$55K ﹤0.01%
1,258
-2,948
453
$54K ﹤0.01%
575
454
$54K ﹤0.01%
475
-64
455
$54K ﹤0.01%
+1,339
456
$54K ﹤0.01%
+1,200
457
$54K ﹤0.01%
280
458
$52K ﹤0.01%
200
459
$51K ﹤0.01%
244
460
$51K ﹤0.01%
650
461
$50K ﹤0.01%
600
462
$49K ﹤0.01%
600
463
$49K ﹤0.01%
1,000
464
$48K ﹤0.01%
1,200
465
$47K ﹤0.01%
1,500
466
$47K ﹤0.01%
1,200
467
$46K ﹤0.01%
554
+29
468
$46K ﹤0.01%
232
469
$46K ﹤0.01%
3,355
470
$46K ﹤0.01%
1,600
471
$46K ﹤0.01%
282
+67
472
$45K ﹤0.01%
1,747
473
$45K ﹤0.01%
1,677
474
$45K ﹤0.01%
1,160
475
$45K ﹤0.01%
1,231
17 18
19
20 21