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
626
$10K ﹤0.01%
347
627
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141
628
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341
629
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200
630
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600
631
$10K ﹤0.01%
+400
632
$10K ﹤0.01%
138
+13
633
$10K ﹤0.01%
92
634
$10K ﹤0.01%
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635
$9K ﹤0.01%
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636
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20
-5
637
$9K ﹤0.01%
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638
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100
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80
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641
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450
642
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645
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646
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150
649
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200
650
$8K ﹤0.01%
79
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