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
51
$7.87M 0.44%
151,514
+10,609
52
$7.72M 0.43%
43,604
+7,347
53
$7.7M 0.43%
156,015
-5,652
54
$7.54M 0.42%
72,528
-3,177
55
$7.49M 0.42%
553,880
-9,200
56
$7.43M 0.42%
83,929
-6,400
57
$7.42M 0.42%
84,094
-2,518
58
$7.4M 0.41%
53,257
+648
59
$7.2M 0.4%
144,339
+11,875
60
$6.87M 0.38%
52,687
-932
61
$6.85M 0.38%
24,650
+3,659
62
$6.68M 0.37%
20,475
-317
63
$6.51M 0.36%
210,896
+10,353
64
$6.35M 0.36%
53,817
+22,554
65
$6.24M 0.35%
86,686
+497
66
$6.14M 0.34%
60,192
+10,092
67
$6.13M 0.34%
31,132
+9,993
68
$5.99M 0.34%
75,946
-30,675
69
$5.76M 0.32%
159,379
+15,093
70
$5.7M 0.32%
153,414
-4,668
71
$5.6M 0.31%
8,977
-4,428
72
$5.52M 0.31%
25,910
-3,261
73
$5.51M 0.31%
46,602
+22,969
74
$5.42M 0.3%
89,878
-6,505
75
$5.39M 0.3%
9,570
+1,618
1 2
3
4 5