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
1101
$183 ﹤0.01%
21
1102
$177 ﹤0.01%
8
1103
$169 ﹤0.01%
13
1104
$152 ﹤0.01%
13
1105
$147 ﹤0.01%
5
1106
$145 ﹤0.01%
10
-51
1107
$137 ﹤0.01%
7
1108
$133 ﹤0.01%
1
-1
1109
$126 ﹤0.01%
5
-611
1110
$66 ﹤0.01%
1
1111
$27 ﹤0.01%
4
1112
– –
-1,484
1113
– –
-200
1114
– –
-536
1115
– –
-656
1116
– –
-1,756
1117
– –
-12
1118
– –
-54
1119
– –
-118
1120
– –
-1,426
1121
– –
-145
1122
– –
-43
1123
– –
-22
1124
– –
-3
1125
– –
-53
43 44
45
46 47