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
601
$54K ﹤0.01%
1,955
-235
602
$53.9K ﹤0.01%
263
-50
603
$53.7K ﹤0.01%
780
+30
604
$53.4K ﹤0.01%
156
-26
605
$52.2K ﹤0.01%
1,520
-198
606
$51.6K ﹤0.01%
1,181
-370
607
$51.6K ﹤0.01%
2,851
-488
608
$51.6K ﹤0.01%
3,584
609
$51.6K ﹤0.01%
3,298
+189
610
$51.6K ﹤0.01%
537
+185
611
$51.4K ﹤0.01%
794
-189
612
$51.2K ﹤0.01%
+1,281
613
$50.9K ﹤0.01%
351
+3
614
$50.8K ﹤0.01%
653
-76
615
$49.7K ﹤0.01%
13,955
-185
616
$49.6K ﹤0.01%
966
-314
617
$49.3K ﹤0.01%
1,285
+67
618
$49.1K ﹤0.01%
63
+3
619
$49K ﹤0.01%
1,717
-1,509
620
$48.9K ﹤0.01%
1,555
-2,194
621
$48.8K ﹤0.01%
10,189
-11,911
622
$48.7K ﹤0.01%
1,740
-922
623
$48.5K ﹤0.01%
815
-188
624
$47.9K ﹤0.01%
4,782
+459
625
$47.4K ﹤0.01%
2,140
-527
23 24
25
26 27