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
1051
$397 ﹤0.01%
+4
1052
$393 ﹤0.01%
5
-228
1053
$392 ﹤0.01%
5
1054
$389 ﹤0.01%
46
1055
$386 ﹤0.01%
17
-28
1056
$385 ﹤0.01%
11
1057
$385 ﹤0.01%
84
1058
$382 ﹤0.01%
34
-2
1059
$377 ﹤0.01%
9
1060
$372 ﹤0.01%
13
1061
$366 ﹤0.01%
+4
1062
$361 ﹤0.01%
28
-3
1063
$360 ﹤0.01%
62
1064
$356 ﹤0.01%
50
1065
$356 ﹤0.01%
10
1066
$355 ﹤0.01%
2
-108
1067
$345 ﹤0.01%
5
1068
$342 ﹤0.01%
38
+13
1069
$341 ﹤0.01%
7
1070
$339 ﹤0.01%
6
1071
$338 ﹤0.01%
+36
1072
$331 ﹤0.01%
5
1073
$321 ﹤0.01%
6
1074
$311 ﹤0.01%
10
-1,791
1075
$306 ﹤0.01%
+3
41 42
43
44 45