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
676
$32K ﹤0.01%
593
677
$31.9K ﹤0.01%
1,725
678
$31.7K ﹤0.01%
2,629
-3,480
679
$31K ﹤0.01%
588
-846
680
$30.6K ﹤0.01%
1,177
-323
681
$30.5K ﹤0.01%
497
+8
682
$30.4K ﹤0.01%
777
-234
683
$30.4K ﹤0.01%
355
-125
684
$30.4K ﹤0.01%
274
+85
685
$30.4K ﹤0.01%
1,804
+82
686
$30.1K ﹤0.01%
292
-52
687
$30K ﹤0.01%
280
+67
688
$29.1K ﹤0.01%
3,122
689
$29.1K ﹤0.01%
1,235
-35
690
$29.1K ﹤0.01%
304
+8
691
$29K ﹤0.01%
709
-734
692
$28.7K ﹤0.01%
341
-708
693
$28.1K ﹤0.01%
6,895
-1,033
694
$28.1K ﹤0.01%
+271
695
$26.9K ﹤0.01%
1,028
696
$26.9K ﹤0.01%
168
-5
697
$26.6K ﹤0.01%
213
698
$26.6K ﹤0.01%
260
699
$26.4K ﹤0.01%
+1,527
700
$26.4K ﹤0.01%
308
-3
26 27
28
29 30