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
301
$883K 0.05%
22,751
+6,505
302
$874K 0.05%
72,356
+1,164
303
$873K 0.05%
14,150
-291
304
$856K 0.05%
3,999
-537
305
$844K 0.05%
10,155
-189
306
$844K 0.05%
20,570
+20,558
307
$835K 0.05%
20,706
-350
308
$832K 0.05%
23,614
-3,129
309
$831K 0.05%
14,046
-792
310
$816K 0.05%
10,221
-907
311
$793K 0.04%
27,537
-23,157
312
$776K 0.04%
11,278
+44
313
$774K 0.04%
39,994
-2,938
314
$768K 0.04%
15,582
-1,338
315
$766K 0.04%
7,656
-621
316
$756K 0.04%
38,483
-11,711
317
$752K 0.04%
61,014
-2,337
318
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25,424
-5,871
319
$746K 0.04%
24,903
-28,441
320
$742K 0.04%
29,359
-1,023
321
$726K 0.04%
3,119
-12
322
$724K 0.04%
2,880
-578
323
$711K 0.04%
5,809
-233
324
$710K 0.04%
6,127
+1,023
325
$703K 0.04%
25,012
-26,350
11 12
13
14 15