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
476
$45K ﹤0.01%
+200
477
$44K ﹤0.01%
473
-19
478
$44K ﹤0.01%
737
479
$44K ﹤0.01%
1,050
480
$44K ﹤0.01%
82
-93
481
$44K ﹤0.01%
350
-100
482
$43K ﹤0.01%
300
483
$42K ﹤0.01%
2,523
484
$42K ﹤0.01%
310
485
$42K ﹤0.01%
1,700
486
$42K ﹤0.01%
900
487
$42K ﹤0.01%
87
488
$41K ﹤0.01%
+417
489
$41K ﹤0.01%
600
490
$41K ﹤0.01%
1,500
491
$40K ﹤0.01%
1,223
-568
492
$40K ﹤0.01%
176
-25
493
$39K ﹤0.01%
135
-8
494
$39K ﹤0.01%
430
495
$38K ﹤0.01%
1,544
496
$37K ﹤0.01%
1,600
497
$37K ﹤0.01%
+550
498
$36K ﹤0.01%
575
499
$36K ﹤0.01%
200
500
$34K ﹤0.01%
315