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
501
$34K ﹤0.01%
300
502
$33K ﹤0.01%
340
503
$33K ﹤0.01%
321
-10
504
$33K ﹤0.01%
410
505
$32K ﹤0.01%
564
506
$32K ﹤0.01%
158
507
$32K ﹤0.01%
300
-62
508
$31K ﹤0.01%
55
509
$31K ﹤0.01%
722
510
$31K ﹤0.01%
300
511
$31K ﹤0.01%
175
512
$31K ﹤0.01%
500
513
$31K ﹤0.01%
400
514
$30K ﹤0.01%
1,253
-1,054
515
$29K ﹤0.01%
210
516
$29K ﹤0.01%
485
-165
517
$29K ﹤0.01%
675
518
$28K ﹤0.01%
1,250
-500
519
$28K ﹤0.01%
2,276
-350
520
$28K ﹤0.01%
170
+18
521
$27K ﹤0.01%
500
522
$27K ﹤0.01%
190
523
$27K ﹤0.01%
905
-284
524
$26K ﹤0.01%
120
525
$26K ﹤0.01%
1,100
19 20
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