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
726
$2K ﹤0.01%
120
727
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20
-120
728
$1K ﹤0.01%
40
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729
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+23
730
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17
731
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31
732
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200
733
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734
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735
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25
736
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737
$1K ﹤0.01%
30
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738
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96
739
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100
740
$1K ﹤0.01%
133
741
$1K ﹤0.01%
20
742
$1K ﹤0.01%
+6
743
$1K ﹤0.01%
37
744
$1K ﹤0.01%
25
-10
745
$1K ﹤0.01%
49
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746
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38
747
$1K ﹤0.01%
39
-10
748
$1K ﹤0.01%
49
749
$1K ﹤0.01%
41
750
$1K ﹤0.01%
5
+1
28 29
30
31 32