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
901
$2.45K ﹤0.01%
37
902
$2.41K ﹤0.01%
17
903
$2.38K ﹤0.01%
13
904
$2.38K ﹤0.01%
83
905
$2.31K ﹤0.01%
97
906
$2.31K ﹤0.01%
59
907
$2.27K ﹤0.01%
46
908
$2.27K ﹤0.01%
63
909
$2.27K ﹤0.01%
154
910
$2.25K ﹤0.01%
8
911
$2.2K ﹤0.01%
12
912
$2.19K ﹤0.01%
175
-7,615
913
$2.07K ﹤0.01%
56
914
$2.06K ﹤0.01%
67
915
$2.02K ﹤0.01%
71
916
$2.01K ﹤0.01%
352
-60
917
$2K ﹤0.01%
28
918
$2K ﹤0.01%
41
919
$1.97K ﹤0.01%
18
920
$1.94K ﹤0.01%
346
921
$1.91K ﹤0.01%
+76
922
$1.9K ﹤0.01%
20
-2,306
923
$1.89K ﹤0.01%
93
-5
924
$1.88K ﹤0.01%
130
925
$1.86K ﹤0.01%
18
-992
35 36
37
38 39