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
$229K0.01% 447
-430
-49%
-$220K
$226K0.01% 29,069
-2,163
-7%
-$16.8K
$224K0.01% 2,119
+387
+22%
+$40.9K
$224K0.01% 2,223
+75
+3%
+$7.55K
$224K0.01% 1,994
+474
+31%
+$53.2K
$224K0.01% 2,374
+492
+26%
+$46.4K
$222K0.01% 58,241
+39,302
+208%
+$150K
$219K0.01% 1,679
+677
+68%
+$88.3K
$216K0.01% 5,461––
$213K0.01% 1,886
+3
+0.2%
+$338
$211K0.01% 1,888
-36
-2%
-$4.02K
$211K0.01% 3,940
-719
-15%
-$38.4K
$210K0.01% 2,857
+42
+1%
+$3.09K
$210K0.01% 1,149
-77
-6%
-$14.1K
$209K0.01% 790
-262
-25%
-$69.4K
$206K0.01% 7,786
+7,756
+25,853%
+$205K
$203K0.01% 142
-25
-15%
-$35.8K
$202K0.01% 2,911
-103
-3%
-$7.15K
$201K0.01% 1,689
-154
-8%
-$18.3K
$201K0.01% 11,021
+1,724
+19%
+$31.5K
$201K0.01% 2,991
+345
+13%
+$23.1K
$200K0.01% 963
-124
-11%
-$25.7K
$199K0.01% 1,392
+253
+22%
+$36.3K
$197K0.01% 4,079
+2,831
+227%
+$137K
$197K0.01%
+890
 New
+$197K
1 222324252660