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
601
$13K ﹤0.01%
1,000
602
$13K ﹤0.01%
231
603
$13K ﹤0.01%
300
604
$13K ﹤0.01%
500
+13
605
$13K ﹤0.01%
100
606
$13K ﹤0.01%
421
607
$12K ﹤0.01%
500
608
$12K ﹤0.01%
250
609
$12K ﹤0.01%
32
+8
610
$12K ﹤0.01%
62
611
$12K ﹤0.01%
750
-318
612
$12K ﹤0.01%
888
613
$12K ﹤0.01%
109
-101
614
$12K ﹤0.01%
225
615
$12K ﹤0.01%
44
616
$11K ﹤0.01%
158
617
$11K ﹤0.01%
150
618
$11K ﹤0.01%
35
619
$11K ﹤0.01%
134
620
$11K ﹤0.01%
73
621
$11K ﹤0.01%
2,746
+144
622
$11K ﹤0.01%
600
-30
623
$10K ﹤0.01%
54
624
$10K ﹤0.01%
200
625
$10K ﹤0.01%
47
23 24
25
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