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
751
$17.3K ﹤0.01%
517
-145
752
$17.3K ﹤0.01%
+208
753
$17.1K ﹤0.01%
628
-310
754
$17.1K ﹤0.01%
219
755
$16.6K ﹤0.01%
87
756
$16.6K ﹤0.01%
282
757
$16.3K ﹤0.01%
4
758
$16.1K ﹤0.01%
329
759
$15.5K ﹤0.01%
237
760
$15.3K ﹤0.01%
455
+16
761
$15.2K ﹤0.01%
1,346
-1,396
762
$15K ﹤0.01%
88
763
$14.5K ﹤0.01%
185
-296
764
$14.3K ﹤0.01%
297
765
$14.2K ﹤0.01%
509
+184
766
$14.2K ﹤0.01%
78
767
$14.1K ﹤0.01%
415
-297
768
$14K ﹤0.01%
392
-454
769
$13.8K ﹤0.01%
97
770
$13.2K ﹤0.01%
379
+75
771
$13.1K ﹤0.01%
469
772
$13K ﹤0.01%
107
773
$12.9K ﹤0.01%
2,411
+1,156
774
$12.6K ﹤0.01%
1,171
-734
775
$12.6K ﹤0.01%
674
-1,059
29 30
31
32 33