TPCW

TD Private Client Wealth Portfolio holdings

AUM $4.07B
This Quarter Return
-0.44%
1 Year Return
+14.25%
3 Year Return
+49.74%
5 Year Return
+85.19%
10 Year Return
–
AUM
$3.63B
AUM Growth
+$55.1M
Cap. Flow
+$101M
Cap. Flow %
2.79%
Top 10 Hldgs %
37.23%
Holding
1,494
New
181
Increased
663
Reduced
425
Closed
79

Top Buys

1
$26.9M
2
$20.7M
3
$14.2M
4
$9.51M
5
$9.07M

Top Sells

1
$41.9M
2
$7.28M
3
$5.94M
4
$5.62M
5
$3.95M

Sector Composition

1Technology6.53%
2Financials5.04%
3Healthcare4.04%
4Industrials2.88%
5Communication Services2.47%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$547K0.02% 11,878
+37
+0.3%
+$1.71K
$537K0.01% 4,832
-2,240
-32%
-$249K
$536K0.01% 2,684
+1,530
+133%
+$306K
$535K0.01% 5,390
+4,077
+311%
+$405K
$532K0.01% 2,006
-77
-4%
-$20.4K
$532K0.01% 8,239
+6,739
+449%
+$435K
$530K0.01% 2,340
+8
+0.3%
+$1.81K
$528K0.01% 9,581
+161
+2%
+$8.87K
$525K0.01% 6,766
+2,215
+49%
+$172K
$521K0.01% 7,300
-9,672
-57%
-$690K
$516K0.01% 6,000
+9
+0.2%
+$774
$515K0.01% 3,022
+218
+8%
+$37.2K
$513K0.01%
+3,171
 New
+$513K
$511K0.01% 9,590
+8,483
+766%
+$452K
$510K0.01% 1,900
-258
-12%
-$69.3K
$503K0.01% 2,646
+476
+22%
+$90.5K
$501K0.01% 5,258
+2,185
+71%
+$208K
$501K0.01% 1,938
+413
+27%
+$107K
$489K0.01% 15,769
+14,384
+1,039%
+$446K
$487K0.01% 12,868
+1,031
+9%
+$39K
$480K0.01% 8,745
+1,784
+26%
+$98K
$478K0.01% 12,944
+2,950
+30%
+$109K
$477K0.01% 8,510
+352
+4%
+$19.7K
$467K0.01% 3,996
-2,292
-36%
-$268K
$466K0.01% 6,877
+454
+7%
+$30.7K
1 161718192060