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
576
$62K ﹤0.01%
595
+103
577
$62K ﹤0.01%
3,102
-11,987
578
$61.7K ﹤0.01%
5,669
-2,101
579
$61.7K ﹤0.01%
2,397
+2,386
580
$61.3K ﹤0.01%
1,079
-373
581
$61.2K ﹤0.01%
1,304
-198
582
$61K ﹤0.01%
+585
583
$61K ﹤0.01%
128
-23
584
$60.2K ﹤0.01%
1,295
-3,883
585
$59.9K ﹤0.01%
1,063
-16,546
586
$59.1K ﹤0.01%
+1,288
587
$58.4K ﹤0.01%
6,175
+109
588
$58K ﹤0.01%
32,691
-530
589
$57.2K ﹤0.01%
1,995
-2,090
590
$57K ﹤0.01%
558
-256
591
$56.9K ﹤0.01%
532
-20
592
$56.9K ﹤0.01%
1,290
-120
593
$56.8K ﹤0.01%
1,250
594
$56.6K ﹤0.01%
2,981
+462
595
$56.4K ﹤0.01%
3,162
+460
596
$56.2K ﹤0.01%
+1,760
597
$55.2K ﹤0.01%
1,506
+96
598
$55.1K ﹤0.01%
2,569
-530
599
$54.8K ﹤0.01%
4,126
+17
600
$54.7K ﹤0.01%
331
-80
22 23
24
25 26