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
1001
$668 ﹤0.01%
94
-51
1002
$657 ﹤0.01%
7
1003
$644 ﹤0.01%
28
1004
$642 ﹤0.01%
26
1005
$640 ﹤0.01%
71
1006
$637 ﹤0.01%
123
1007
$636 ﹤0.01%
10
1008
$631 ﹤0.01%
24
1009
$627 ﹤0.01%
21
1010
$623 ﹤0.01%
25
1011
$616 ﹤0.01%
11
1012
$609 ﹤0.01%
+203
1013
$602 ﹤0.01%
27
+3
1014
$599 ﹤0.01%
36
1015
$593 ﹤0.01%
42
1016
$590 ﹤0.01%
34
1017
$582 ﹤0.01%
15
1018
$579 ﹤0.01%
32
-3,172
1019
$579 ﹤0.01%
13
-292
1020
$579 ﹤0.01%
14
1021
$569 ﹤0.01%
9
1022
$562 ﹤0.01%
34
1023
$560 ﹤0.01%
73
1024
$559 ﹤0.01%
7
-439
1025
$556 ﹤0.01%
6
39 40
41
42 43