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
626
$10K ﹤0.01%
347
627
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141
628
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629
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200
630
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600
631
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+400
632
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138
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633
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92
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635
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100
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639
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640
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20
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649
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650
$8K ﹤0.01%
120
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