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
26
$12M 0.67%
152,010
-5,870
27
$11.7M 0.66%
58,638
-16,563
28
$11.4M 0.64%
23,332
-4,759
29
$11.3M 0.63%
33,687
-2,145
30
$11M 0.61%
114,082
+14,804
31
$10.6M 0.6%
121,572
-185
32
$10.1M 0.57%
32,563
-2,950
33
$10M 0.56%
113,319
+7,195
34
$9.99M 0.56%
135,920
-5,520
35
$9.99M 0.56%
253,495
+10,585
36
$9.95M 0.56%
74,495
+5,077
37
$9.75M 0.55%
22,093
-226
38
$9.45M 0.53%
379,107
-20,501
39
$9.24M 0.52%
249,425
-10,375
40
$9.17M 0.51%
48,025
-1,130
41
$9.07M 0.51%
421,125
-13,963
42
$9.02M 0.5%
120,222
+6,495
43
$8.98M 0.5%
28,792
-3,995
44
$8.6M 0.48%
76,520
+901
45
$8.53M 0.48%
57,283
-1,724
46
$8.51M 0.48%
25,178
-641
47
$8.46M 0.47%
120,393
-104,694
48
$8.4M 0.47%
50,430
-18,832
49
$8.22M 0.46%
48,238
-3,537
50
$8.04M 0.45%
58,001
-166
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