TPCW

TD Private Client Wealth Portfolio holdings

AUM $4.07B
This Quarter Return
-0.44%
1 Year Return
+14.25%
3 Year Return
+49.74%
5 Year Return
+85.19%
10 Year Return
–
AUM
$3.63B
AUM Growth
+$55.1M
Cap. Flow
+$101M
Cap. Flow %
2.79%
Top 10 Hldgs %
37.23%
Holding
1,494
New
181
Increased
663
Reduced
425
Closed
79

Top Buys

1
$26.9M
2
$20.7M
3
$14.2M
4
$9.51M
5
$9.07M

Top Sells

1
$41.9M
2
$7.28M
3
$5.94M
4
$5.62M
5
$3.95M

Sector Composition

1Technology6.53%
2Financials5.04%
3Healthcare4.04%
4Industrials2.88%
5Communication Services2.47%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$7.51M0.21% 24,113
+1,475
+7%
+$460K
$7.36M0.2% 103,844
+4,371
+4%
+$310K
$7.36M0.2% 7,892
+2,783
+54%
+$2.6M
$7.27M0.2% 234,479
-29,136
-11%
-$904K
$7.23M0.2% 82,352
+3,043
+4%
+$267K
$7.22M0.2% 100,794
+21,178
+27%
+$1.52M
$7.16M0.2% 67,807
+17,636
+35%
+$1.86M
$7.04M0.19% 82,377
+4,474
+6%
+$382K
$7.04M0.19% 19,203
+232
+1%
+$85K
$7.02M0.19% 52,282
+3,355
+7%
+$451K
$7.02M0.19% 78,174
+9,258
+13%
+$831K
$6.94M0.19% 62,832
-18,749
-23%
-$2.07M
$6.75M0.19% 14,504
+713
+5%
+$332K
$6.75M0.19% 19,548
-188
-1%
-$64.9K
$6.49M0.18% 12,400
-6,559
-35%
-$3.44M
$6.41M0.18% 103,804
+6,647
+7%
+$410K
$6.3M0.17% 49,572
+9,424
+23%
+$1.2M
$6.3M0.17% 51,629
+1,808
+4%
+$221K
$6.18M0.17% 148,208
+10,065
+7%
+$420K
$6.18M0.17% 52,000
+10,647
+26%
+$1.27M
$6.02M0.17% 108,510
+15,477
+17%
+$858K
$6.01M0.17% 38,490
+5,013
+15%
+$783K
$5.98M0.16% 38,738
-4,146
-10%
-$640K
$5.59M0.15% 42,170
+2,780
+7%
+$369K
$5.53M0.15% 31,476
+998
+3%
+$175K
1 2345660