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
876
$3.21K ﹤0.01%
11
877
$3.18K ﹤0.01%
89
878
$3.18K ﹤0.01%
93
879
$3.15K ﹤0.01%
62
880
$3.14K ﹤0.01%
127
+45
881
$3.07K ﹤0.01%
386
882
$3.06K ﹤0.01%
92
883
$3.04K ﹤0.01%
56
884
$2.93K ﹤0.01%
30
885
$2.9K ﹤0.01%
84
-428
886
$2.86K ﹤0.01%
104
887
$2.83K ﹤0.01%
26
888
$2.81K ﹤0.01%
96
889
$2.73K ﹤0.01%
13
890
$2.72K ﹤0.01%
67
+29
891
$2.69K ﹤0.01%
101
+13
892
$2.66K ﹤0.01%
18
+13
893
$2.63K ﹤0.01%
52
-22
894
$2.59K ﹤0.01%
48
895
$2.58K ﹤0.01%
249
+153
896
$2.57K ﹤0.01%
12
897
$2.55K ﹤0.01%
25
898
$2.55K ﹤0.01%
255
-78
899
$2.55K ﹤0.01%
49
900
$2.48K ﹤0.01%
102
-3
34 35
36
37 38