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
451
$218K 0.01%
5,446
-856
452
$215K 0.01%
3,390
+1,257
453
$211K 0.01%
965
-276
454
$209K 0.01%
13,362
-24,535
455
$204K 0.01%
+3,828
456
$204K 0.01%
21,220
-30,112
457
$201K 0.01%
1,584
-1,147
458
$200K 0.01%
5,429
+20
459
$200K 0.01%
3,088
-9
460
$196K 0.01%
3,598
+1,464
461
$193K 0.01%
8,574
+6,728
462
$188K 0.01%
1,723
+96
463
$186K 0.01%
1,433
+1,311
464
$184K 0.01%
1,781
-36,496
465
$183K 0.01%
5,067
+324
466
$179K 0.01%
+996
467
$176K 0.01%
539
+301
468
$176K 0.01%
64,263
-13,460
469
$176K 0.01%
+2,904
470
$170K 0.01%
3,444
-369
471
$169K 0.01%
542
+458
472
$168K 0.01%
2,208
+1,395
473
$168K 0.01%
2,088
-116
474
$168K 0.01%
98
-50
475
$166K 0.01%
3,189
-458
17 18
19
20 21