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
101
$3.94M 0.22%
8,123
+2,245
102
$3.9M 0.22%
75,158
-768
103
$3.89M 0.22%
30,772
+5,830
104
$3.86M 0.22%
18,400
-1,748
105
$3.84M 0.21%
100,825
+39
106
$3.82M 0.21%
88,314
-18,132
107
$3.78M 0.21%
69,804
-2,534
108
$3.73M 0.21%
32,048
-1,377
109
$3.68M 0.21%
42,560
+750
110
$3.67M 0.21%
73,470
+2,890
111
$3.66M 0.21%
20,781
+147
112
$3.66M 0.2%
46,349
+1,637
113
$3.64M 0.2%
33,001
+4,650
114
$3.64M 0.2%
34,121
+11,816
115
$3.64M 0.2%
63,407
-2,603
116
$3.59M 0.2%
76,363
-225
117
$3.57M 0.2%
35,921
+142
118
$3.45M 0.19%
30,145
+23,087
119
$3.36M 0.19%
22,798
-9,724
120
$3.34M 0.19%
14,391
+13,110
121
$3.32M 0.19%
40,753
-1,104
122
$3.2M 0.18%
19,363
-2,248
123
$3.18M 0.18%
116,993
-11,151
124
$3.18M 0.18%
95,790
+5,660
125
$3.18M 0.18%
65,703
-6,875
3 4
5
6 7