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
576
$16K ﹤0.01%
425
577
$16K ﹤0.01%
234
-7
578
$16K ﹤0.01%
200
579
$16K ﹤0.01%
250
580
$16K ﹤0.01%
1,000
581
$16K ﹤0.01%
95
-78
582
$15K ﹤0.01%
250
583
$15K ﹤0.01%
73
584
$15K ﹤0.01%
763
585
$15K ﹤0.01%
93
586
$15K ﹤0.01%
50
587
$15K ﹤0.01%
110
-29
588
$15K ﹤0.01%
1,625
589
$15K ﹤0.01%
250
590
$15K ﹤0.01%
1,554
-3,109
591
$15K ﹤0.01%
300
592
$15K ﹤0.01%
400
593
$15K ﹤0.01%
400
594
$14K ﹤0.01%
61
595
$14K ﹤0.01%
468
596
$14K ﹤0.01%
300
597
$14K ﹤0.01%
235
-65
598
$14K ﹤0.01%
205
-45
599
$14K ﹤0.01%
114
600
$13K ﹤0.01%
141
22 23
24
25 26