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
801
$9.61K ﹤0.01%
545
+86
802
$9.41K ﹤0.01%
300
+34
803
$9.38K ﹤0.01%
257
+7
804
$9.24K ﹤0.01%
431
805
$9.23K ﹤0.01%
39
806
$9.15K ﹤0.01%
1,010
-515
807
$8.77K ﹤0.01%
467
+301
808
$8.71K ﹤0.01%
484
-506
809
$8.05K ﹤0.01%
386
810
$8.04K ﹤0.01%
121
+10
811
$7.86K ﹤0.01%
55
812
$7.75K ﹤0.01%
438
-40,575
813
$7.45K ﹤0.01%
62
814
$7.39K ﹤0.01%
33
-39
815
$7.14K ﹤0.01%
26
816
$7.12K ﹤0.01%
842
817
$7.09K ﹤0.01%
80
-103
818
$6.9K ﹤0.01%
128
819
$6.73K ﹤0.01%
687
-1,282
820
$6.71K ﹤0.01%
49
+2
821
$6.5K ﹤0.01%
6
822
$6.37K ﹤0.01%
193
823
$6.32K ﹤0.01%
67
824
$6.28K ﹤0.01%
123
+118
825
$6.11K ﹤0.01%
132
31 32
33
34 35