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
951
$1.18K ﹤0.01%
64
+20
952
$1.13K ﹤0.01%
20
953
$1.12K ﹤0.01%
11
954
$1.12K ﹤0.01%
34
955
$1.12K ﹤0.01%
+34
956
$1.08K ﹤0.01%
31
957
$1.08K ﹤0.01%
33
+3
958
$1.04K ﹤0.01%
137
959
$1.03K ﹤0.01%
32
-4,469
960
$1.02K ﹤0.01%
4
961
$1.01K ﹤0.01%
16
962
$1K ﹤0.01%
39
963
$996 ﹤0.01%
+6
964
$972 ﹤0.01%
+13
965
$961 ﹤0.01%
+7
966
$952 ﹤0.01%
14
-3,105
967
$949 ﹤0.01%
19
968
$947 ﹤0.01%
+15
969
$931 ﹤0.01%
56
+39
970
$926 ﹤0.01%
48
971
$917 ﹤0.01%
15
+8
972
$903 ﹤0.01%
6
973
$882 ﹤0.01%
32
974
$881 ﹤0.01%
22
975
$875 ﹤0.01%
84
37 38
39
40 41