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
401
$333K 0.02%
21,157
+7,307
402
$333K 0.02%
6,291
-744
403
$332K 0.02%
12,731
-2,551
404
$330K 0.02%
3,103
-526
405
$329K 0.02%
1,701
-193
406
$323K 0.02%
5,437
-404
407
$317K 0.02%
9,578
+3,823
408
$314K 0.02%
3,211
-401
409
$311K 0.02%
79,584
+6,784
410
$309K 0.02%
11,132
+10,942
411
$308K 0.02%
8,870
-1,502
412
$305K 0.02%
6,045
+2,214
413
$302K 0.02%
2,490
-13,639
414
$292K 0.02%
2,280
+1,818
415
$289K 0.02%
17,274
+4,332
416
$286K 0.02%
7,085
+1,118
417
$284K 0.02%
4,472
-580
418
$276K 0.02%
10,184
+620
419
$275K 0.02%
1,901
-586
420
$273K 0.02%
1,608
+799
421
$268K 0.02%
5,920
-116
422
$267K 0.01%
2,649
-137
423
$266K 0.01%
1,642
-122
424
$262K 0.01%
2,291
-892
425
$262K 0.01%
5,651
+446
15 16
17
18 19