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

Top Buys

1
$26.9M
2
$20.7M
3
$14.2M
4
$9.51M
5
$9.07M

Top Sells

1
$41.9M
2
$7.28M
3
$5.94M
4
$5.62M
5
$3.95M

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
$1.25M0.03% 6,907
-737
-10%
-$134K
$1.23M0.03% 2,942
+37
+1%
+$15.5K
$1.22M0.03% 7,666
+608
+9%
+$97.1K
$1.22M0.03% 59,019
+5,147
+10%
+$107K
$1.21M0.03% 7,928
-14,477
-65%
-$2.22M
$1.21M0.03% 48,540
-7,593
-14%
-$190K
$1.21M0.03% 24,240
-1,970
-8%
-$98.3K
$1.2M0.03% 4,691
-1,027
-18%
-$262K
$1.2M0.03% 18,335
+9,444
+106%
+$616K
$1.19M0.03% 5,210
+1,607
+45%
+$368K
$1.19M0.03% 1,764
-127
-7%
-$85.5K
$1.18M0.03% 4,008
+52
+1%
+$15.3K
$1.17M0.03% 7,709
+2,444
+46%
+$371K
$1.17M0.03% 5,011
+379
+8%
+$88.2K
$1.16M0.03% 13,379
+220
+2%
+$19.1K
$1.16M0.03% 5,190
+648
+14%
+$145K
$1.15M0.03% 14,236
-865
-6%
-$70.1K
$1.15M0.03% 9,447
-551
-6%
-$66.9K
$1.14M0.03% 7,399
+428
+6%
+$65.7K
$1.13M0.03% 7,503
+424
+6%
+$64K
$1.13M0.03% 15,372
+1,137
+8%
+$83.8K
$1.12M0.03% 11,452
-1,232
-10%
-$120K
$1.12M0.03% 2,796
-270
-9%
-$108K
$1.11M0.03% 13,763
+3,115
+29%
+$251K
$1.11M0.03% 8,213
-1,584
-16%
-$214K
1 111213141560