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
626
$45.6K ﹤0.01%
585
+31
627
$45.5K ﹤0.01%
1,143
-241
628
$45.1K ﹤0.01%
44
+42
629
$45K ﹤0.01%
11,223
+284
630
$44.4K ﹤0.01%
839
631
$44.3K ﹤0.01%
731
-99
632
$43.6K ﹤0.01%
6,547
-3,237
633
$42.6K ﹤0.01%
1,416
-341
634
$42K ﹤0.01%
16,484
-39,217
635
$41.8K ﹤0.01%
779
636
$41.7K ﹤0.01%
2,745
-156
637
$41.5K ﹤0.01%
219
+14
638
$41.5K ﹤0.01%
458
-139
639
$41K ﹤0.01%
663
-166
640
$40.2K ﹤0.01%
9,840
-27,376
641
$40.1K ﹤0.01%
644
-141
642
$40K ﹤0.01%
319
+5
643
$39.4K ﹤0.01%
914
+13
644
$39.2K ﹤0.01%
1,881
-477
645
$39K ﹤0.01%
2,249
+11
646
$38.1K ﹤0.01%
869
-150
647
$37.4K ﹤0.01%
774
-228
648
$37.3K ﹤0.01%
493
-400
649
$37.2K ﹤0.01%
912
+48
650
$36.7K ﹤0.01%
3,076
-30,570
24 25
26
27 28