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
251
$1.36M 0.08%
28,196
-1,120
252
$1.35M 0.08%
6,759
-598
253
$1.35M 0.08%
9,665
+462
254
$1.33M 0.07%
1,132
-103
255
$1.33M 0.07%
73,071
-7,021
256
$1.33M 0.07%
11,444
-453
257
$1.33M 0.07%
14,768
+60
258
$1.33M 0.07%
45,185
+889
259
$1.28M 0.07%
20,891
+432
260
$1.28M 0.07%
4,282
-73
261
$1.26M 0.07%
8,491
-742
262
$1.26M 0.07%
10,099
-2,257
263
$1.24M 0.07%
8,322
+1,174
264
$1.21M 0.07%
13,201
-382
265
$1.21M 0.07%
12,020
+4,351
266
$1.2M 0.07%
7,913
-116
267
$1.19M 0.07%
18,012
+16,385
268
$1.19M 0.07%
11,873
-1,806
269
$1.17M 0.07%
5,611
+171
270
$1.14M 0.06%
2,901
-245
271
$1.13M 0.06%
5,562
+41
272
$1.13M 0.06%
7,254
-2,610
273
$1.12M 0.06%
38,389
-917
274
$1.12M 0.06%
6,045
+43
275
$1.12M 0.06%
47,498
-2,760
9 10
11
12 13