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 | |
|---|---|---|---|---|---|---|---|
| $906 | ﹤0.01% | 9 | – | – | |||
| $898 | ﹤0.01% | +13 | New | +$898 | |||
| $895 | ﹤0.01% | +7 | New | +$895 | |||
| $860 | ﹤0.01% | +25 | New | +$860 | |||
| $840 | ﹤0.01% | +116 | New | +$840 | |||
| $838 | ﹤0.01% | +108 | New | +$838 | |||
| $836 | ﹤0.01% | 45 | – | – | |||
| $828 | ﹤0.01% | +16 | New | +$828 | |||
| $818 | ﹤0.01% | 133 -2,806 | -95% | -$17.3K | |||
| $796 | ﹤0.01% | 5 | – | – | |||
| $765 | ﹤0.01% | +9 | New | +$765 | |||
| $760 | ﹤0.01% | 9 -7 | -44% | -$591 | |||
| $752 | ﹤0.01% | +16 | New | +$752 | |||
| $719 | ﹤0.01% | +37 | New | +$719 | |||
| $715 | ﹤0.01% | +10 | New | +$715 | |||
| $710 | ﹤0.01% | +243 | New | +$710 | |||
| $694 | ﹤0.01% | 59 | – | – | |||
| $691 | ﹤0.01% | +77 | New | +$691 | |||
| $688 | ﹤0.01% | 8 | – | – | |||
| $683 | ﹤0.01% | +177 | New | +$683 | |||
| $683 | ﹤0.01% | +6 | New | +$683 | |||
| $682 | ﹤0.01% | 10 -53 | -84% | -$3.62K | |||
| $680 | ﹤0.01% | +18 | New | +$680 | |||
| $668 | ﹤0.01% | +29 | New | +$668 | |||
| $658 | ﹤0.01% | 9 | – | – |
