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
551
$80.2K ﹤0.01%
3,146
-537
552
$77.9K ﹤0.01%
936
553
$77K ﹤0.01%
2,505
-1,575
554
$76.9K ﹤0.01%
1,182
+1,175
555
$76.8K ﹤0.01%
2,502
-1,443
556
$76.8K ﹤0.01%
241
-27
557
$76.4K ﹤0.01%
691
+82
558
$76K ﹤0.01%
2,263
+12
559
$75.8K ﹤0.01%
3,521
+3,454
560
$75.4K ﹤0.01%
980
+151
561
$74.7K ﹤0.01%
647
+5
562
$74.5K ﹤0.01%
1,427
563
$74K ﹤0.01%
904
-74
564
$73.2K ﹤0.01%
939
+20
565
$71.5K ﹤0.01%
1,297
-3
566
$71.5K ﹤0.01%
6,409
567
$70.5K ﹤0.01%
437
+430
568
$69.2K ﹤0.01%
2,562
-8
569
$68.5K ﹤0.01%
1,493
-245
570
$65.7K ﹤0.01%
2,250
-915
571
$64.9K ﹤0.01%
2,003
+15
572
$64.8K ﹤0.01%
+2,000
573
$63.8K ﹤0.01%
847
-248
574
$63.5K ﹤0.01%
884
-11
575
$63.4K ﹤0.01%
2,061
-343
21 22
23
24 25