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
551
$20K ﹤0.01%
170
+120
552
$20K ﹤0.01%
166
553
$20K ﹤0.01%
750
554
$20K ﹤0.01%
113
555
$20K ﹤0.01%
2,335
556
$19K ﹤0.01%
1,000
557
$19K ﹤0.01%
1,350
558
$19K ﹤0.01%
5,000
559
$19K ﹤0.01%
600
560
$19K ﹤0.01%
110
561
$18K ﹤0.01%
900
562
$18K ﹤0.01%
1,441
563
$18K ﹤0.01%
86
564
$18K ﹤0.01%
600
565
$18K ﹤0.01%
630
566
$18K ﹤0.01%
126
-40
567
$17K ﹤0.01%
374
-57
568
$17K ﹤0.01%
+275
569
$17K ﹤0.01%
257
570
$17K ﹤0.01%
183
571
$17K ﹤0.01%
42
572
$17K ﹤0.01%
750
-40
573
$17K ﹤0.01%
100
574
$17K ﹤0.01%
500
575
$16K ﹤0.01%
135
21 22
23
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