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
776
$12.3K ﹤0.01%
721
777
$12K ﹤0.01%
+89
778
$11.8K ﹤0.01%
910
779
$11.6K ﹤0.01%
378
+249
780
$11.4K ﹤0.01%
78
781
$11.3K ﹤0.01%
55
782
$11.3K ﹤0.01%
1,000
783
$11.3K ﹤0.01%
6
784
$11.2K ﹤0.01%
33
-3
785
$11.2K ﹤0.01%
36
+6
786
$11.1K ﹤0.01%
166
-1
787
$11.1K ﹤0.01%
517
+27
788
$11K ﹤0.01%
472
789
$10.9K ﹤0.01%
884
+178
790
$10.8K ﹤0.01%
+169
791
$10.7K ﹤0.01%
187
+2
792
$10.6K ﹤0.01%
98
-2,775
793
$10.5K ﹤0.01%
374
794
$10.4K ﹤0.01%
562
-92
795
$10.3K ﹤0.01%
374
-12,875
796
$10.2K ﹤0.01%
114
-12
797
$10.2K ﹤0.01%
2,165
-2,702
798
$9.84K ﹤0.01%
137
-27
799
$9.8K ﹤0.01%
5,324
-11,704
800
$9.63K ﹤0.01%
20
-4
30 31
32
33 34