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
$405K0.01% 6,751
+485
+8%
+$29.1K
$403K0.01% 10,061
+8,730
+656%
+$349K
$401K0.01% 5,544
+318
+6%
+$23K
$398K0.01% 1,236
+256
+26%
+$82.5K
$393K0.01% 1,611
+347
+27%
+$84.6K
$391K0.01% 6,914
-9,434
-58%
-$534K
$390K0.01% 10,061
-3,812
-27%
-$148K
$389K0.01% 813
-37
-4%
-$17.7K
$388K0.01% 3,521
+54
+2%
+$5.94K
$386K0.01% 6,053
+1,409
+30%
+$89.9K
$386K0.01% 4,045
+2,593
+179%
+$248K
$381K0.01% 3,731
+498
+15%
+$50.9K
$380K0.01% 1,552
-917
-37%
-$224K
$379K0.01% 11,087
-3,016
-21%
-$103K
$379K0.01% 2,223
+74
+3%
+$12.6K
$378K0.01% 2,956
+210
+8%
+$26.9K
$377K0.01% 2,583
+42
+2%
+$6.13K
$373K0.01% 3,777
+815
+28%
+$80.4K
$372K0.01% 5,579
-16
-0.3%
-$1.07K
$368K0.01% 3,082
+200
+7%
+$23.9K
$367K0.01% 996
+3
+0.3%
+$1.11K
$360K0.01% 16,950
+4,824
+40%
+$103K
$359K0.01% 10,280
-25
-0.2%
-$874
$357K0.01% 2,726
-198
-7%
-$26K
$355K0.01% 5,410
-75
-1%
-$4.92K
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