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
1076
$297 ﹤0.01%
7
1077
$294 ﹤0.01%
8
1078
$280 ﹤0.01%
3
1079
$273 ﹤0.01%
8
1080
$272 ﹤0.01%
6
1081
$261 ﹤0.01%
11
1082
$259 ﹤0.01%
5
1083
$255 ﹤0.01%
13
-77
1084
$251 ﹤0.01%
12
1085
$247 ﹤0.01%
9
1086
$242 ﹤0.01%
5
-2
1087
$240 ﹤0.01%
8
1088
$240 ﹤0.01%
17
-4
1089
$240 ﹤0.01%
7
-5
1090
$240 ﹤0.01%
8
-1
1091
$235 ﹤0.01%
16
-234
1092
$232 ﹤0.01%
4
-6
1093
$229 ﹤0.01%
4
-2
1094
$226 ﹤0.01%
2
-23
1095
$223 ﹤0.01%
3
-2
1096
$211 ﹤0.01%
5
1097
$211 ﹤0.01%
5
-200
1098
$200 ﹤0.01%
9
-720
1099
$199 ﹤0.01%
3
-203
1100
$199 ﹤0.01%
15
42 43
44
45 46