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
426
$259K 0.01%
35,134
427
$259K 0.01%
14,737
-4,005
428
$258K 0.01%
26,233
-3,501
429
$255K 0.01%
28,941
-453
430
$255K 0.01%
6,699
-281
431
$253K 0.01%
10,120
-1,668
432
$252K 0.01%
3,051
+2,716
433
$252K 0.01%
1,788
-671
434
$252K 0.01%
4,583
+225
435
$251K 0.01%
11,420
-70
436
$250K 0.01%
11,187
-10,120
437
$250K 0.01%
5,150
-741
438
$246K 0.01%
82,611
-13,069
439
$246K 0.01%
3,842
+195
440
$240K 0.01%
1,331
+102
441
$239K 0.01%
2,918
-496
442
$234K 0.01%
6,194
+1,918
443
$233K 0.01%
7,731
-2,406
444
$232K 0.01%
1,620
-241
445
$230K 0.01%
556
-98
446
$228K 0.01%
6,658
-15,965
447
$226K 0.01%
4,025
-849
448
$226K 0.01%
667
-160
449
$225K 0.01%
3,210
-629
450
$219K 0.01%
2,204
-8,586
16 17
18
19 20