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
376
$421K 0.02%
4,506
-808
377
$420K 0.02%
1,952
-55
378
$411K 0.02%
13,235
-2,054
379
$408K 0.02%
1,980
-11,055
380
$406K 0.02%
2,932
-91
381
$398K 0.02%
7,707
+39
382
$393K 0.02%
1,107
-282
383
$390K 0.02%
17,992
-239
384
$390K 0.02%
2,399
+2,361
385
$387K 0.02%
18,166
+3,503
386
$387K 0.02%
2,928
-130
387
$384K 0.02%
21,546
-5,551
388
$372K 0.02%
3,162
-935
389
$363K 0.02%
21,181
-5,643
390
$363K 0.02%
15,068
-39,854
391
$362K 0.02%
23,279
+17,913
392
$362K 0.02%
14,737
+7,742
393
$355K 0.02%
1,756
+44
394
$351K 0.02%
2,389
-302
395
$349K 0.02%
6,868
+2,529
396
$344K 0.02%
2,364
-5
397
$342K 0.02%
21,912
+5,038
398
$341K 0.02%
3,232
+1,011
399
$341K 0.02%
2,476
-573
400
$337K 0.02%
5,176
-1,329
14 15
16
17 18