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
651
$36.6K ﹤0.01%
8,300
-27,150
652
$36.5K ﹤0.01%
1,349
-5,356
653
$36.4K ﹤0.01%
1,188
-17
654
$36K ﹤0.01%
1,105
+187
655
$35.9K ﹤0.01%
111
+14
656
$35.6K ﹤0.01%
385
-295
657
$35.6K ﹤0.01%
765
-516
658
$35.5K ﹤0.01%
1,054
-358
659
$35.5K ﹤0.01%
970
+957
660
$35.1K ﹤0.01%
175
-17
661
$35K ﹤0.01%
224
662
$34.4K ﹤0.01%
272
-13
663
$34.3K ﹤0.01%
896
-736
664
$34.2K ﹤0.01%
729
+87
665
$33.9K ﹤0.01%
926
-802
666
$33.8K ﹤0.01%
614
+577
667
$33.6K ﹤0.01%
91
668
$33.6K ﹤0.01%
1,071
-281
669
$32.9K ﹤0.01%
1,151
-8,283
670
$32.9K ﹤0.01%
441
-7
671
$32.5K ﹤0.01%
440
-848
672
$32.4K ﹤0.01%
+69
673
$32.3K ﹤0.01%
802
-691
674
$32.1K ﹤0.01%
626
+363
675
$32.1K ﹤0.01%
164
-97
25 26
27
28 29