TPCW
TD Private Client Wealth Portfolio holdings
AUM $4.07B
This Quarter Return
-0.44%
1 Year Return
+14.25%
3 Year Return
+49.74%
5 Year Return
+85.19%
10 Year Return
–
AUM
$3.63B
AUM Growth
+$55.1M (+2%)
Cap. Flow
+$101M
Cap. Flow % of AUM
2.79%
Top 10 Holdings %Top 10 Hldgs %
37.23%
Holding
1,494
New
181
Increased
663
Reduced
425
Closed
79
Top Buys
| 1 | $26.9M | |
| 2 | $20.7M | |
| 3 | $14.2M | |
| 4 | $9.51M | |
| 5 | $9.07M |
Top Sells
| 1 | $41.9M | |
| 2 | $7.28M | |
| 3 | $5.94M | |
| 4 | $5.62M | |
| 5 | $3.95M |
Sector Composition
| 1 | Technology | 6.53% |
| 2 | Financials | 5.04% |
| 3 | Healthcare | 4.04% |
| 4 | Industrials | 2.88% |
| 5 | Communication Services | 2.47% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $1.37K | ﹤0.01% | +12 | New | +$1.37K | |||
| $1.36K | ﹤0.01% | +52 | New | +$1.36K | |||
| $1.36K | ﹤0.01% | +20 | New | +$1.36K | |||
| $1.34K | ﹤0.01% | 131 +15 | +13% | +$154 | |||
| $1.33K | ﹤0.01% | 136 +21 | +18% | +$205 | |||
| $1.32K | ﹤0.01% | +60 | New | +$1.32K | |||
| $1.3K | ﹤0.01% | +59 | New | +$1.3K | |||
| $1.29K | ﹤0.01% | 12 | – | – | |||
| $1.29K | ﹤0.01% | 21 | – | – | |||
| $1.29K | ﹤0.01% | 17 -4 | -19% | -$303 | |||
| $1.28K | ﹤0.01% | 28 | – | – | |||
| $1.27K | ﹤0.01% | 58 | – | – | |||
| $1.26K | ﹤0.01% | 16 | – | – | |||
| $1.26K | ﹤0.01% | 134 +11 | +9% | +$103 | |||
| $1.25K | ﹤0.01% | +31 | New | +$1.25K | |||
| $1.24K | ﹤0.01% | +4 | New | +$1.24K | |||
| $1.24K | ﹤0.01% | +4 | New | +$1.24K | |||
| $1.24K | ﹤0.01% | 1 | – | – | |||
| $1.23K | ﹤0.01% | +82 | New | +$1.23K | |||
| $1.22K | ﹤0.01% | +8 | New | +$1.22K | |||
| $1.2K | ﹤0.01% | +33 | New | +$1.2K | |||
| $1.2K | ﹤0.01% | 11 -47 | -81% | -$5.11K | |||
| $1.19K | ﹤0.01% | +6 | New | +$1.19K | |||
| $1.17K | ﹤0.01% | +4 | New | +$1.17K | |||
| $1.16K | ﹤0.01% | 16 -177 | -92% | -$12.8K |
