TPCW

TD Private Client Wealth Portfolio holdings

AUM $4.44B
1-Year Est. Return 13.64%
This Quarter Est. Return
1 Year Est. Return
+13.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.79B
AUM Growth
+$74.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,151
New
Increased
Reduced
Closed

Top Buys

1
+$6.32M
2
+$6.13M
3
+$5.09M
4
ABT icon
Abbott
ABT
+$3.31M
5
SHW icon
Sherwin-Williams
SHW
+$3.04M

Top Sells

1
+$7.35M
2
+$6.62M
3
+$3.76M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.45M
5
V icon
Visa
V
+$3.31M

Sector Composition

1 Technology 10.78%
2 Healthcare 8.52%
3 Financials 6.99%
4 Communication Services 5.6%
5 Industrials 4.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.6M 0.09%
4,893
+636
227
$1.57M 0.09%
15,878
+8,354
228
$1.56M 0.09%
39,380
-24,922
229
$1.56M 0.09%
14,428
-3,124
230
$1.55M 0.09%
119,920
+12,592
231
$1.53M 0.09%
+38,724
232
$1.52M 0.09%
19,045
-1,070
233
$1.52M 0.09%
12,269
-1,395
234
$1.52M 0.09%
29,306
+3,090
235
$1.51M 0.08%
6,821
+1,698
236
$1.51M 0.08%
43,835
-9,666
237
$1.5M 0.08%
13,226
+3,340
238
$1.49M 0.08%
36,243
-815
239
$1.49M 0.08%
45,399
+8,733
240
$1.49M 0.08%
28,694
-4,163
241
$1.47M 0.08%
25,572
-567
242
$1.41M 0.08%
24,138
-3,878
243
$1.41M 0.08%
73,026
+16,057
244
$1.4M 0.08%
12,618
-537
245
$1.4M 0.08%
56,400
-3,850
246
$1.4M 0.08%
14,806
-2,204
247
$1.39M 0.08%
5,045
+604
248
$1.37M 0.08%
37,910
+2,541
249
$1.37M 0.08%
8,411
+404
250
$1.36M 0.08%
22,232
-3,748
8 9
10
11 12