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
676
$5K ﹤0.01%
1,362
677
$5K ﹤0.01%
+82
678
$5K ﹤0.01%
+26
679
$4K ﹤0.01%
53
-12
680
$4K ﹤0.01%
+71
681
$4K ﹤0.01%
29
-30
682
$4K ﹤0.01%
32
683
$4K ﹤0.01%
215
684
$4K ﹤0.01%
195
685
$4K ﹤0.01%
206
-190
686
$4K ﹤0.01%
+85
687
$4K ﹤0.01%
200
688
– –
0
689
$4K ﹤0.01%
255
690
$4K ﹤0.01%
+100
691
$4K ﹤0.01%
1,000
692
$4K ﹤0.01%
+26
693
$3K ﹤0.01%
45
-390
694
$3K ﹤0.01%
130
695
$3K ﹤0.01%
76
696
$3K ﹤0.01%
100
697
$3K ﹤0.01%
+95
698
$3K ﹤0.01%
72
-15
699
$3K ﹤0.01%
44
-9
700
$3K ﹤0.01%
103
-30
26 27
28
29 30