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
526
$105K 0.01%
1,198
+1,176
527
$103K 0.01%
1,938
-29
528
$102K 0.01%
351
529
$102K 0.01%
+1,841
530
$99.3K 0.01%
1,088
-164
531
$98.1K 0.01%
+2,508
532
$98.1K 0.01%
3,211
-11,455
533
$97K 0.01%
272
-42
534
$95.5K 0.01%
1,634
-21,439
535
$94.1K 0.01%
597
-38
536
$91.5K 0.01%
7,480
-349
537
$91.2K 0.01%
1,008
-152
538
$91K 0.01%
1,784
-1,671
539
$90.7K 0.01%
618
+86
540
$88.5K 0.01%
1,191
-84
541
$88.1K ﹤0.01%
7,718
-794
542
$87.8K ﹤0.01%
512
+16
543
$87.7K ﹤0.01%
1,612
+59
544
$87K ﹤0.01%
1,478
-46
545
$86.9K ﹤0.01%
975
-7
546
$85.3K ﹤0.01%
383
-65
547
$84.7K ﹤0.01%
396
-231
548
$83.3K ﹤0.01%
2,782
+275
549
$83.2K ﹤0.01%
+1,492
550
$81K ﹤0.01%
650
-251
20 21
22
23 24