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
701
$25.8K ﹤0.01%
110
-29
702
$25.8K ﹤0.01%
225
-187
703
$25.7K ﹤0.01%
562
-80
704
$25.7K ﹤0.01%
2,742
+125
705
$25.6K ﹤0.01%
1,537
-292
706
$25.3K ﹤0.01%
1,242
+270
707
$25K ﹤0.01%
613
-750
708
$24.9K ﹤0.01%
1,146
-3
709
$24.7K ﹤0.01%
269
+25
710
$24K ﹤0.01%
243
+21
711
$23.8K ﹤0.01%
449
-2,712
712
$23.6K ﹤0.01%
188
713
$23.5K ﹤0.01%
252
-238
714
$23.4K ﹤0.01%
127
-73
715
$22.9K ﹤0.01%
610
-107
716
$22.9K ﹤0.01%
+393
717
$22.9K ﹤0.01%
286
-14
718
$22.7K ﹤0.01%
2,738
+82
719
$22.5K ﹤0.01%
318
+175
720
$22.4K ﹤0.01%
67
721
$22.1K ﹤0.01%
1,209
-8
722
$22.1K ﹤0.01%
719
+14
723
$21.7K ﹤0.01%
603
+191
724
$21.4K ﹤0.01%
+542
725
$21.4K ﹤0.01%
238
-32
27 28
29
30 31