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
526
$25K ﹤0.01%
1,588
527
$25K ﹤0.01%
310
528
$25K ﹤0.01%
322
529
$25K ﹤0.01%
1,000
530
$25K ﹤0.01%
650
531
$24K ﹤0.01%
67
532
$23K ﹤0.01%
+37
533
$23K ﹤0.01%
200
534
$23K ﹤0.01%
839
-265
535
$23K ﹤0.01%
256
-184
536
$23K ﹤0.01%
1,010
537
$22K ﹤0.01%
500
-100
538
$22K ﹤0.01%
412
539
$22K ﹤0.01%
230
540
$21K ﹤0.01%
85
541
$21K ﹤0.01%
1,000
542
$21K ﹤0.01%
50
543
$21K ﹤0.01%
94
-1
544
$21K ﹤0.01%
300
545
$20K ﹤0.01%
100
546
$20K ﹤0.01%
475
547
$20K ﹤0.01%
170
+120
548
$20K ﹤0.01%
350
+91
549
$20K ﹤0.01%
344
550
$20K ﹤0.01%
155
+27
20 21
22
23 24