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
851
$4.5K ﹤0.01%
205
852
$4.38K ﹤0.01%
251
853
$4.33K ﹤0.01%
68
854
$4.28K ﹤0.01%
3,294
855
$4.2K ﹤0.01%
69
856
$4K ﹤0.01%
424
857
$3.99K ﹤0.01%
84
858
$3.81K ﹤0.01%
156
859
$3.81K ﹤0.01%
180
860
$3.74K ﹤0.01%
255
-269
861
$3.74K ﹤0.01%
+91
862
$3.72K ﹤0.01%
66
+3
863
$3.71K ﹤0.01%
58
864
$3.68K ﹤0.01%
88
865
$3.56K ﹤0.01%
52
866
$3.56K ﹤0.01%
170
867
$3.54K ﹤0.01%
169
868
$3.53K ﹤0.01%
+4
869
$3.49K ﹤0.01%
135
-1,175
870
$3.45K ﹤0.01%
37
871
$3.43K ﹤0.01%
28
872
$3.41K ﹤0.01%
131
873
$3.38K ﹤0.01%
73
-315
874
$3.33K ﹤0.01%
38
-18
875
$3.27K ﹤0.01%
653
-375
33 34
35
36 37