TPCW

TD Private Client Wealth Portfolio holdings

AUM $4.07B
This Quarter Return
-0.44%
1 Year Return
+14.25%
3 Year Return
+49.74%
5 Year Return
+85.19%
10 Year Return
AUM
$3.63B
AUM Growth
+$55.1M
Cap. Flow
+$101M
Cap. Flow %
2.79%
Top 10 Hldgs %
37.23%
Holding
1,494
New
181
Increased
663
Reduced
425
Closed
79

Sector Composition

1Technology6.53%
2Financials5.04%
3Healthcare4.04%
4Industrials2.88%
5Communication Services2.47%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$1.95M0.05% 14,978
-845
-5%
-$110K
$1.95M0.05% 10,445
+427
+4%
+$79.5K
$1.94M0.05% 10,820
-416
-4%
-$74.8K
$1.94M0.05% 26,495
+938
+4%
+$68.7K
$1.93M0.05% 10,483
+148
+1%
+$27.3K
$1.91M0.05% 9,490
-678
-7%
-$137K
$1.9M0.05% 9,057
+1,986
+28%
+$416K
$1.89M0.05% 46,826
+29,778
+175%
+$1.2M
$1.88M0.05% 57,059
-3,469
-6%
-$114K
$1.88M0.05% 3,440
-3,067
-47%
-$1.68M
$1.88M0.05% 16,886
+646
+4%
+$71.8K
$1.87M0.05% 1,008
+20
+2%
+$37.1K
$1.86M0.05% 73,379
+2,109
+3%
+$53.5K
$1.84M0.05% 79,802
+844
+1%
+$19.4K
$1.84M0.05% 21,154
+290
+1%
+$25.2K
$1.83M0.05% 7,921
+339
+4%
+$78.5K
$1.83M0.05% 2,921
+1,205
+70%
+$755K
$1.81M0.05% 30,646
+4,839
+19%
+$285K
$1.8M0.05% 7,021
+1,235
+21%
+$317K
$1.8M0.05% 14,776
+2,598
+21%
+$316K
$1.8M0.05% 6,365
-301
-5%
-$85.1K
$1.76M0.05% 4,035
+1,351
+50%
+$588K
$1.75M0.05% 13,205
-640
-5%
-$85K
$1.75M0.05% 23,377
-1,294
-5%
-$96.6K
$1.74M0.05% 13,734
-434
-3%
-$55.1K