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
926
$1.69K ﹤0.01%
+12
927
$1.67K ﹤0.01%
170
-3
928
$1.67K ﹤0.01%
12
929
$1.66K ﹤0.01%
41
930
$1.66K ﹤0.01%
+15
931
$1.65K ﹤0.01%
20
-370
932
$1.65K ﹤0.01%
+233
933
$1.62K ﹤0.01%
51
+22
934
$1.56K ﹤0.01%
166
935
$1.56K ﹤0.01%
52
936
$1.55K ﹤0.01%
17
937
$1.51K ﹤0.01%
15
938
$1.41K ﹤0.01%
22
939
$1.4K ﹤0.01%
26
940
$1.38K ﹤0.01%
22
941
$1.37K ﹤0.01%
18
+10
942
$1.34K ﹤0.01%
26
943
$1.33K ﹤0.01%
188
944
$1.31K ﹤0.01%
27
945
$1.29K ﹤0.01%
+2
946
$1.24K ﹤0.01%
16
947
$1.22K ﹤0.01%
12
948
$1.21K ﹤0.01%
14
949
$1.19K ﹤0.01%
24
950
$1.18K ﹤0.01%
29
36 37
38
39 40