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
326
$692K 0.04%
4,839
+3,819
327
$688K 0.04%
8,706
-347
328
$686K 0.04%
9,737
-1,219
329
$672K 0.04%
3,182
+27
330
$672K 0.04%
5,522
+1,003
331
$644K 0.04%
10,668
+422
332
$639K 0.04%
11,600
-1,480
333
$638K 0.04%
4,069
-157
334
$632K 0.04%
10,119
-702
335
$624K 0.03%
19,736
+282
336
$619K 0.03%
4,689
+9
337
$610K 0.03%
3,089
-176
338
$597K 0.03%
3,423
-142
339
$594K 0.03%
5,479
+111
340
$593K 0.03%
9,345
-463
341
$589K 0.03%
8,383
+151
342
$588K 0.03%
6,243
-1,009
343
$579K 0.03%
2,623
-62
344
$560K 0.03%
9,576
+575
345
$557K 0.03%
3,612
+2,806
346
$556K 0.03%
9,185
+3,115
347
$551K 0.03%
3,332
-560
348
$549K 0.03%
9,508
+7,930
349
$544K 0.03%
34,466
-4,074
350
$537K 0.03%
13,742
+6,914
12 13
14
15 16