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
726
$20.7K ﹤0.01%
597
+144
727
$20.6K ﹤0.01%
138
-121
728
$20.5K ﹤0.01%
347
729
$20.3K ﹤0.01%
1,171
-48
730
$20.3K ﹤0.01%
21
731
$20.3K ﹤0.01%
107
732
$20.3K ﹤0.01%
520
733
$20K ﹤0.01%
211
-6
734
$20K ﹤0.01%
1,168
-490
735
$19.6K ﹤0.01%
180
-231
736
$19.6K ﹤0.01%
629
+128
737
$19.6K ﹤0.01%
2,038
738
$19.4K ﹤0.01%
1,250
+71
739
$19.2K ﹤0.01%
494
+6
740
$18.9K ﹤0.01%
88
+9
741
$18.8K ﹤0.01%
97
742
$18.8K ﹤0.01%
459
743
$18.8K ﹤0.01%
248
-25
744
$18.6K ﹤0.01%
3,062
+87
745
$18.3K ﹤0.01%
192
746
$18K ﹤0.01%
+310
747
$18K ﹤0.01%
155
-150
748
$17.8K ﹤0.01%
3,971
-496
749
$17.7K ﹤0.01%
195
-605
750
$17.5K ﹤0.01%
205
-14
28 29
30
31 32