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
1026
$550 ﹤0.01%
+33
1027
$549 ﹤0.01%
3
1028
$536 ﹤0.01%
3
1029
$530 ﹤0.01%
33
1030
$528 ﹤0.01%
35
1031
$525 ﹤0.01%
7
1032
$521 ﹤0.01%
150
1033
$517 ﹤0.01%
65
-44
1034
$515 ﹤0.01%
10
1035
$508 ﹤0.01%
5
-4
1036
$482 ﹤0.01%
8
1037
$473 ﹤0.01%
53
1038
$472 ﹤0.01%
9
-7
1039
$470 ﹤0.01%
7
1040
$464 ﹤0.01%
6
1041
$459 ﹤0.01%
18
-1,411
1042
$450 ﹤0.01%
45
1043
$445 ﹤0.01%
86
1044
$443 ﹤0.01%
11
1045
$438 ﹤0.01%
37
-3,091
1046
$436 ﹤0.01%
67
1047
$414 ﹤0.01%
7
1048
$411 ﹤0.01%
6
1049
$406 ﹤0.01%
14
1050
$402 ﹤0.01%
7
40 41
42
43 44