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
$255K0.01% 1,453
+437
+43%
+$76.8K
$255K0.01% 4,239
+162
+4%
+$9.73K
$253K0.01% 11,159
-951
-8%
-$21.6K
$253K0.01% 2,380
+568
+31%
+$60.3K
$253K0.01% 214
+11
+5%
+$13K
$253K0.01%
+2,651
 New
+$253K
$251K0.01% 2,456
+2,184
+803%
+$224K
$251K0.01% 9,865
+4,457
+82%
+$113K
$250K0.01% 1,264
+215
+21%
+$42.6K
$250K0.01% 1,239
-27
-2%
-$5.44K
$250K0.01% 17,419
+3,840
+28%
+$55.1K
$248K0.01% 1,382
+442
+47%
+$79.2K
$248K0.01% 1,099
+82
+8%
+$18.5K
$247K0.01% 3,655
+574
+19%
+$38.9K
$243K0.01% 2,589
-121
-4%
-$11.3K
$242K0.01% 2,752
-261
-9%
-$22.9K
$241K0.01% 2,873
+2,431
+550%
+$204K
$240K0.01% 6,362
-62
-1%
-$2.34K
$240K0.01% 6,867
+2,486
+57%
+$86.9K
$239K0.01% 9,565
+1,135
+13%
+$28.3K
$236K0.01% 2,929
+233
+9%
+$18.8K
$235K0.01% 3,879
+3,126
+415%
+$190K
$234K0.01% 5,141
-59,584
-92%
-$2.71M
$233K0.01% 3,709
+1,107
+43%
+$69.7K
$231K0.01% 2,303
+457
+25%
+$45.9K
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