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
276
$1.11M 0.06%
11,484
-370
277
$1.1M 0.06%
31,823
-651
278
$1.09M 0.06%
9,537
+939
279
$1.09M 0.06%
2,554
-40
280
$1.08M 0.06%
50,832
-77
281
$1.08M 0.06%
6,130
+5,941
282
$1.08M 0.06%
24,445
+9,189
283
$1.06M 0.06%
8,709
+41
284
$1.05M 0.06%
6,261
-1,982
285
$1.05M 0.06%
19,085
-8,983
286
$1.04M 0.06%
10,888
+2,789
287
$1.04M 0.06%
15,008
+8,969
288
$1.03M 0.06%
3,677
-353
289
$1.02M 0.06%
5,398
-1,350
290
$1.02M 0.06%
20,076
-2,187
291
$1.01M 0.06%
9,151
+3
292
$1.01M 0.06%
29,768
+7,042
293
$1.01M 0.06%
2,893
+302
294
$992K 0.06%
1,924
-26
295
$983K 0.06%
13,651
+1,749
296
$972K 0.05%
34,813
+995
297
$958K 0.05%
10,683
+485
298
$937K 0.05%
8,278
-181
299
$923K 0.05%
16,211
-3,309
300
$916K 0.05%
11,477
+9,847
10 11
12
13 14