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
726
$2K ﹤0.01%
+6
727
$2K ﹤0.01%
94
728
$1K ﹤0.01%
+23
729
$1K ﹤0.01%
17
730
$1K ﹤0.01%
31
731
$1K ﹤0.01%
200
732
$1K ﹤0.01%
220
733
$1K ﹤0.01%
5
+1
734
$1K ﹤0.01%
23
735
$1K ﹤0.01%
25
736
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21
-6
737
$1K ﹤0.01%
30
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738
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96
739
$1K ﹤0.01%
100
740
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40
-25
741
$1K ﹤0.01%
133
742
$1K ﹤0.01%
20
743
$1K ﹤0.01%
+6
744
$1K ﹤0.01%
49
745
$1K ﹤0.01%
41
746
$1K ﹤0.01%
37
747
$1K ﹤0.01%
25
-10
748
$1K ﹤0.01%
49
-525
749
$1K ﹤0.01%
38
750
$1K ﹤0.01%
39
-10
28 29
30
31 32