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
351
$533K 0.03%
5,680
-55
352
$532K 0.03%
5,451
-338
353
$520K 0.03%
29,764
-102,261
354
$512K 0.03%
+3,783
355
$510K 0.03%
33,250
-8,760
356
$502K 0.03%
1,706
-1
357
$499K 0.03%
45,137
+7,256
358
$493K 0.03%
10,665
-17
359
$481K 0.03%
8,927
+765
360
$479K 0.03%
21,310
+4,316
361
$476K 0.03%
5,751
+5,254
362
$476K 0.03%
33,877
+2,525
363
$474K 0.03%
13,267
-3,126
364
$473K 0.03%
3,667
-1,235
365
$470K 0.03%
3,194
+2,788
366
$467K 0.03%
17,053
-1,305
367
$456K 0.03%
24,197
+8,171
368
$453K 0.03%
12,465
-757
369
$451K 0.03%
2,762
+139
370
$450K 0.03%
4,247
+955
371
$437K 0.02%
15,717
-3,171
372
$433K 0.02%
9,984
-2,883
373
$431K 0.02%
1,897
-3,218
374
$421K 0.02%
3,495
-787
375
$421K 0.02%
1,166
-97
13 14
15
16 17